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
3626
$604K ﹤0.01%
31,328
+30,976
3627
$604K ﹤0.01%
37,533
+36,831
3628
$603K ﹤0.01%
19,740
+14,395
3629
$602K ﹤0.01%
9,348
+2,285
3630
$601K ﹤0.01%
16,114
-385
3631
$601K ﹤0.01%
19,415
+18,484
3632
$599K ﹤0.01%
7,970
+5,328
3633
$599K ﹤0.01%
36,129
+33,274
3634
$598K ﹤0.01%
24,089
+24,031
3635
$598K ﹤0.01%
19,304
+17,840
3636
$597K ﹤0.01%
+52,000
3637
$596K ﹤0.01%
25,413
+7,895
3638
$596K ﹤0.01%
27,964
+7,732
3639
$596K ﹤0.01%
10,504
+850
3640
$595K ﹤0.01%
24,493
+14,622
3641
$595K ﹤0.01%
64,508
-6,331
3642
$594K ﹤0.01%
45,078
+32,028
3643
$594K ﹤0.01%
60,751
-158,707
3644
$593K ﹤0.01%
35,415
+1,800
3645
$593K ﹤0.01%
37,882
+2,835
3646
$593K ﹤0.01%
37,093
+15,518
3647
$592K ﹤0.01%
3,496
+2,729
3648
$591K ﹤0.01%
36,651
+31,549
3649
$584K ﹤0.01%
1,159
+1,015
3650
$582K ﹤0.01%
34,286
+28,013