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
3676
$565K ﹤0.01%
34,251
-54
3677
$563K ﹤0.01%
32,557
+12,524
3678
$563K ﹤0.01%
10,090
-500
3679
$561K ﹤0.01%
39,795
+50
3680
$561K ﹤0.01%
19,570
-10,523
3681
$558K ﹤0.01%
112,748
+3,606
3682
$558K ﹤0.01%
42,214
-7,466
3683
$558K ﹤0.01%
5,702
+4,817
3684
$558K ﹤0.01%
16,428
+15,573
3685
$558K ﹤0.01%
3,787
+3,105
3686
$557K ﹤0.01%
42,200
-2,558
3687
$556K ﹤0.01%
50,717
+2,198
3688
$555K ﹤0.01%
29,175
+22,717
3689
$555K ﹤0.01%
20,501
+18,507
3690
$554K ﹤0.01%
11,215
+227
3691
$553K ﹤0.01%
29,648
+27,542
3692
$553K ﹤0.01%
15,167
+1,389
3693
$549K ﹤0.01%
26,418
+382
3694
$549K ﹤0.01%
23,098
-15,979
3695
$549K ﹤0.01%
35,019
+23,210
3696
$549K ﹤0.01%
4,855
+3,119
3697
$549K ﹤0.01%
30,232
+14,553
3698
$547K ﹤0.01%
12,535
+3,056
3699
$544K ﹤0.01%
11,096
+7,516
3700
$543K ﹤0.01%
23,625
+22,688