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
3726
$526K ﹤0.01%
11,797
+8,246
3727
$524K ﹤0.01%
19,300
+18,643
3728
$524K ﹤0.01%
19,806
-384,569
3729
$522K ﹤0.01%
78,181
-19,571
3730
$521K ﹤0.01%
31,776
+23,567
3731
$521K ﹤0.01%
16,386
+7,250
3732
$521K ﹤0.01%
16,708
+16,639
3733
$520K ﹤0.01%
76,319
+275
3734
$518K ﹤0.01%
5,952
+2,624
3735
$517K ﹤0.01%
19,020
+3,383
3736
$517K ﹤0.01%
2,006
+452
3737
$517K ﹤0.01%
45,299
-825
3738
$516K ﹤0.01%
15,619
+11,538
3739
$514K ﹤0.01%
20,904
-2,108
3740
$513K ﹤0.01%
7,026
+6,793
3741
$512K ﹤0.01%
27,011
-5,173
3742
$512K ﹤0.01%
20,832
-10,826
3743
$510K ﹤0.01%
25,781
-38,981
3744
$509K ﹤0.01%
86,472
-49,950
3745
$508K ﹤0.01%
24,311
-15,469
3746
$508K ﹤0.01%
31,893
+13,443
3747
$508K ﹤0.01%
37,856
+1,403
3748
$505K ﹤0.01%
26,205
+2,659
3749
$504K ﹤0.01%
31,765
+4,281
3750
$504K ﹤0.01%
40,051
+32,720