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
3651
$582K ﹤0.01%
43,528
+17,011
3652
$582K ﹤0.01%
12,615
+5,769
3653
$580K ﹤0.01%
63,905
-26,356
3654
$579K ﹤0.01%
26,762
+26,625
3655
$579K ﹤0.01%
18,973
-17,486
3656
$579K ﹤0.01%
42,673
+8,037
3657
$578K ﹤0.01%
431
-125
3658
$577K ﹤0.01%
94,299
+58,270
3659
$577K ﹤0.01%
10,488
+4,323
3660
$577K ﹤0.01%
7,440
+2,884
3661
$577K ﹤0.01%
20,681
+4,483
3662
$576K ﹤0.01%
13,013
+8,231
3663
$575K ﹤0.01%
20,000
3664
$574K ﹤0.01%
9,934
+8,172
3665
$574K ﹤0.01%
11,795
+4,246
3666
$574K ﹤0.01%
23,090
+2,281
3667
$573K ﹤0.01%
39,259
+10,562
3668
$573K ﹤0.01%
42,619
+10,753
3669
$572K ﹤0.01%
57,327
+45,250
3670
$572K ﹤0.01%
100,000
3671
$570K ﹤0.01%
42,355
+7,094
3672
$570K ﹤0.01%
8,925
+6,694
3673
$568K ﹤0.01%
30,172
-26,699
3674
$567K ﹤0.01%
33,499
+26,168
3675
$566K ﹤0.01%
19,488
+3