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
3776
$484K ﹤0.01%
20,136
+11,604
3777
$480K ﹤0.01%
31,807
-6,891
3778
$479K ﹤0.01%
34,993
+2,326
3779
$479K ﹤0.01%
45,000
+480
3780
$478K ﹤0.01%
17,906
+147
3781
$477K ﹤0.01%
24,540
+20,439
3782
$476K ﹤0.01%
13,936
-149,358
3783
$476K ﹤0.01%
45,319
+39,841
3784
$475K ﹤0.01%
8,057
+2,309
3785
$475K ﹤0.01%
944
-256
3786
$472K ﹤0.01%
43,746
-1,344
3787
$472K ﹤0.01%
49,219
+3,400
3788
$470K ﹤0.01%
23,433
-30,217
3789
$469K ﹤0.01%
13,904
+119
3790
$468K ﹤0.01%
39,436
+31,287
3791
$468K ﹤0.01%
39,668
+3,046
3792
$467K ﹤0.01%
12,955
+9,228
3793
$467K ﹤0.01%
27,780
+15,752
3794
$466K ﹤0.01%
20,947
+398
3795
$466K ﹤0.01%
19,355
+7,623
3796
$466K ﹤0.01%
10,607
+3,540
3797
$466K ﹤0.01%
14,336
+839
3798
$466K ﹤0.01%
42,743
+30,258
3799
$465K ﹤0.01%
16,778
+4,456
3800
$464K ﹤0.01%
12,185
+73