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
3476
$738K ﹤0.01%
51,669
-15,678
3477
$737K ﹤0.01%
93,300
+43,852
3478
$737K ﹤0.01%
31,209
-320
3479
$735K ﹤0.01%
40,208
+2,272
3480
$734K ﹤0.01%
358,257
+145,259
3481
$733K ﹤0.01%
17,523
+16,534
3482
$732K ﹤0.01%
37,014
+95
3483
$729K ﹤0.01%
12,149
+6,297
3484
$727K ﹤0.01%
27,060
-14,772
3485
$726K ﹤0.01%
6,309
+492
3486
$726K ﹤0.01%
+14,247
3487
$726K ﹤0.01%
35,882
+20,552
3488
$723K ﹤0.01%
11,459
+1,870
3489
$723K ﹤0.01%
81,054
+5,892
3490
$723K ﹤0.01%
36,495
-5,379
3491
$722K ﹤0.01%
47,605
+3,285
3492
$721K ﹤0.01%
34,073
-1,916
3493
$720K ﹤0.01%
9,919
-244
3494
$718K ﹤0.01%
27,115
+1,713
3495
$717K ﹤0.01%
14,539
-98
3496
$717K ﹤0.01%
19,297
+7,996
3497
$716K ﹤0.01%
5,998
+4,751
3498
$716K ﹤0.01%
22,720
-6,797
3499
$716K ﹤0.01%
13,735
-20,698
3500
$716K ﹤0.01%
37,016
-4,568