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
3601
$629K ﹤0.01%
+7,778
3602
$629K ﹤0.01%
54,166
+6,894
3603
$628K ﹤0.01%
52,293
+37,163
3604
$627K ﹤0.01%
43,934
-34,943
3605
$626K ﹤0.01%
12,386
-16
3606
$625K ﹤0.01%
62,003
+9,972
3607
$624K ﹤0.01%
53,658
-1,820
3608
$622K ﹤0.01%
4,803
+1,996
3609
$619K ﹤0.01%
25,397
+2,907
3610
$618K ﹤0.01%
24,869
-82,045
3611
$618K ﹤0.01%
46,002
+4,843
3612
$615K ﹤0.01%
17,715
+14,169
3613
$614K ﹤0.01%
41,851
+39,577
3614
$614K ﹤0.01%
20,826
-59
3615
$613K ﹤0.01%
44,448
+26,318
3616
$612K ﹤0.01%
13,216
+1,515
3617
$608K ﹤0.01%
52,669
+2,135
3618
$608K ﹤0.01%
130,486
+112,834
3619
$608K ﹤0.01%
153,124
+30,963
3620
$607K ﹤0.01%
48,095
+5,622
3621
$607K ﹤0.01%
19,400
+200
3622
$607K ﹤0.01%
25,046
+7,900
3623
$605K ﹤0.01%
28,228
-37,474
3624
$605K ﹤0.01%
336,205
+7,503
3625
$605K ﹤0.01%
41,575
+4,068