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
3551
$670K ﹤0.01%
178,225
+168,593
3552
$669K ﹤0.01%
39,455
+1,695
3553
$669K ﹤0.01%
39,014
-471
3554
$669K ﹤0.01%
12,372
-8
3555
$667K ﹤0.01%
10,192
+5,191
3556
$667K ﹤0.01%
18,965
+8,556
3557
$665K ﹤0.01%
46,135
-15,423
3558
$664K ﹤0.01%
32,755
+16,631
3559
$664K ﹤0.01%
33,738
-521
3560
$663K ﹤0.01%
20,246
+19,300
3561
$662K ﹤0.01%
49,323
+16,497
3562
$662K ﹤0.01%
9,447
+1,429
3563
$662K ﹤0.01%
94,408
+287
3564
$660K ﹤0.01%
206,266
+93,800
3565
$659K ﹤0.01%
781
+109
3566
$659K ﹤0.01%
42,127
+2,384
3567
$659K ﹤0.01%
52,015
+29,155
3568
$659K ﹤0.01%
32,572
+3,662
3569
$659K ﹤0.01%
51,927
+9,481
3570
$658K ﹤0.01%
12,421
+12,388
3571
$657K ﹤0.01%
57,121
+38,694
3572
$655K ﹤0.01%
14,448
+7,125
3573
$655K ﹤0.01%
16,927
-39,954
3574
$654K ﹤0.01%
+19,730
3575
$653K ﹤0.01%
27,750
-1,222