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
3576
$653K ﹤0.01%
39,651
-1,302
3577
$652K ﹤0.01%
+11,515
3578
$652K ﹤0.01%
40,346
+8,149
3579
$652K ﹤0.01%
13,954
+1,321
3580
$649K ﹤0.01%
102,388
+75,595
3581
$649K ﹤0.01%
41,904
+1,720
3582
$648K ﹤0.01%
23,805
-15,449
3583
$647K ﹤0.01%
20,278
+5,828
3584
$646K ﹤0.01%
140,146
+79,224
3585
$645K ﹤0.01%
15,253
-498
3586
$644K ﹤0.01%
5,937
-2,814
3587
$642K ﹤0.01%
26,363
+275
3588
$642K ﹤0.01%
17,401
-207
3589
$641K ﹤0.01%
36,536
+17,886
3590
$639K ﹤0.01%
31,378
+26,661
3591
$639K ﹤0.01%
5,922
-50
3592
$637K ﹤0.01%
23,216
-6,805
3593
$636K ﹤0.01%
38,929
+34,265
3594
$636K ﹤0.01%
12,504
+9,509
3595
$635K ﹤0.01%
48,331
-1,012
3596
$633K ﹤0.01%
24,150
-41,646
3597
$633K ﹤0.01%
12,704
+6,023
3598
$632K ﹤0.01%
42,473
-7,422
3599
$631K ﹤0.01%
13,576
+10,788
3600
$629K ﹤0.01%
25,428
+2,500