Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257B
AUM Growth
+$3.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,502
New
Increased
Reduced
Closed

Top Sells

1 +$356M
2 +$288M
3 +$283M
4
DTV
DIRECTV COM STK (DE)
DTV
+$256M
5
LO
LORILLARD INC COM STK
LO
+$215M

Sector Composition

1 Technology 8.95%
2 Healthcare 8.55%
3 Industrials 8.51%
4 Financials 7.63%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$762K ﹤0.01%
+56,809
3452
$761K ﹤0.01%
88,795
+3,056
3453
$760K ﹤0.01%
59,923
+11,225
3454
$759K ﹤0.01%
17,192
+4,871
3455
$758K ﹤0.01%
34,449
-20,385
3456
$757K ﹤0.01%
26,080
+20,917
3457
$756K ﹤0.01%
32,227
+30,754
3458
$756K ﹤0.01%
48,613
+24,497
3459
$754K ﹤0.01%
49,846
+26,503
3460
$754K ﹤0.01%
126,708
-1,326
3461
$752K ﹤0.01%
59,268
+2,761
3462
$752K ﹤0.01%
68,842
+19,356
3463
$751K ﹤0.01%
53,074
+48,074
3464
$751K ﹤0.01%
9,444
+7,012
3465
$750K ﹤0.01%
19,887
+1,608
3466
$750K ﹤0.01%
58,996
+52,946
3467
$746K ﹤0.01%
12,392
-358
3468
$745K ﹤0.01%
32,673
+28,933
3469
$744K ﹤0.01%
12,343
+9,133
3470
$743K ﹤0.01%
25,415
-31,227
3471
$742K ﹤0.01%
39,108
+31,638
3472
$741K ﹤0.01%
62,650
+54,877
3473
$739K ﹤0.01%
41,861
-53,003
3474
$739K ﹤0.01%
50,608
+358
3475
$739K ﹤0.01%
86,397
+44,648