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
3501
$715K ﹤0.01%
34,826
+31,395
3502
$714K ﹤0.01%
69,299
+60,154
3503
$714K ﹤0.01%
+45,249
3504
$713K ﹤0.01%
15,300
+5,770
3505
$713K ﹤0.01%
+4,889
3506
$713K ﹤0.01%
25,762
+6,008
3507
$712K ﹤0.01%
25,367
+25,116
3508
$711K ﹤0.01%
26,482
-1,493
3509
$711K ﹤0.01%
23,026
+6,139
3510
$710K ﹤0.01%
10,382
+2,517
3511
$709K ﹤0.01%
44,562
+39,400
3512
$709K ﹤0.01%
43,371
+11,088
3513
$709K ﹤0.01%
14,929
+6,618
3514
$705K ﹤0.01%
19,501
+18,749
3515
$705K ﹤0.01%
29,589
+2,693
3516
$701K ﹤0.01%
20,708
-319,126
3517
$699K ﹤0.01%
21,033
+9,330
3518
$697K ﹤0.01%
41,556
+11,762
3519
$696K ﹤0.01%
11,294
-12,240
3520
$696K ﹤0.01%
28,019
+27,422
3521
$696K ﹤0.01%
16,536
-1,866
3522
$694K ﹤0.01%
16,314
+3,976
3523
$693K ﹤0.01%
49,130
+44,771
3524
$693K ﹤0.01%
45,476
-5,778
3525
$691K ﹤0.01%
37,752
+21,526