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
3526
$690K ﹤0.01%
14,694
-6,036
3527
$688K ﹤0.01%
36,747
+21,749
3528
$687K ﹤0.01%
38,796
+4,087
3529
$687K ﹤0.01%
31,840
+9,715
3530
$686K ﹤0.01%
54,951
-3,334
3531
$686K ﹤0.01%
176,479
+16,749
3532
$686K ﹤0.01%
102,057
-6,976
3533
$685K ﹤0.01%
145,086
-57,945
3534
$685K ﹤0.01%
84,280
+81,578
3535
$684K ﹤0.01%
27,599
+6,954
3536
$684K ﹤0.01%
31,349
+28,747
3537
$683K ﹤0.01%
106,070
+82,305
3538
$683K ﹤0.01%
8,584
+118
3539
$683K ﹤0.01%
127,470
-11,491
3540
$682K ﹤0.01%
11,440
+1,099
3541
$682K ﹤0.01%
8,318
-87,813
3542
$680K ﹤0.01%
25,342
+6,648
3543
$679K ﹤0.01%
21,906
+7,082
3544
$678K ﹤0.01%
28,938
+26,738
3545
$677K ﹤0.01%
13,748
+13,412
3546
$675K ﹤0.01%
2,213
+1,788
3547
$674K ﹤0.01%
28,086
+27,425
3548
$673K ﹤0.01%
9,013
-109,529
3549
$672K ﹤0.01%
56,673
+2,231
3550
$671K ﹤0.01%
45,086
+28,097