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
3701
$542K ﹤0.01%
19,404
+13,160
3702
$542K ﹤0.01%
30,129
-6,073
3703
$541K ﹤0.01%
58,216
+10,510
3704
$541K ﹤0.01%
28,813
-29,472
3705
$541K ﹤0.01%
110,173
+61,293
3706
$540K ﹤0.01%
411
+410
3707
$540K ﹤0.01%
9,768
+5,650
3708
$540K ﹤0.01%
121,457
+117,051
3709
$540K ﹤0.01%
10,991
+204
3710
$539K ﹤0.01%
35,227
+21,637
3711
$539K ﹤0.01%
7,567
+6,150
3712
$539K ﹤0.01%
13,906
+3,504
3713
$538K ﹤0.01%
54,234
+19,785
3714
$537K ﹤0.01%
4,062
+24
3715
$537K ﹤0.01%
21,145
-3,177
3716
$536K ﹤0.01%
52,300
3717
$536K ﹤0.01%
36,789
-16,355
3718
$536K ﹤0.01%
22,587
+12,455
3719
$536K ﹤0.01%
22,122
+21,863
3720
$535K ﹤0.01%
11,737
+563
3721
$534K ﹤0.01%
70,844
+3,970
3722
$532K ﹤0.01%
11,622
+8,310
3723
$530K ﹤0.01%
23,492
+457
3724
$530K ﹤0.01%
41,673
-8,557
3725
$526K ﹤0.01%
64,699
-11,250