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
3801
$462K ﹤0.01%
46,606
-2,129
3802
$461K ﹤0.01%
11,268
+11,159
3803
$460K ﹤0.01%
184,937
-109,420
3804
$459K ﹤0.01%
14,340
-2,423
3805
$457K ﹤0.01%
44,459
-604
3806
$457K ﹤0.01%
31,855
+1,452
3807
$457K ﹤0.01%
35,149
+2,706
3808
$457K ﹤0.01%
27,428
-737,304
3809
$456K ﹤0.01%
35,974
+14,266
3810
$456K ﹤0.01%
16,797
+15,185
3811
$456K ﹤0.01%
42,160
-915
3812
$455K ﹤0.01%
280,568
+244,296
3813
$453K ﹤0.01%
49,619
+49,359
3814
$453K ﹤0.01%
11,218
+1,354
3815
$452K ﹤0.01%
73,328
+7,638
3816
$452K ﹤0.01%
3,370
-57,790
3817
$451K ﹤0.01%
16,723
-7,691
3818
$451K ﹤0.01%
18,369
-1,938
3819
$450K ﹤0.01%
31,064
+28,885
3820
$450K ﹤0.01%
+17,290
3821
$450K ﹤0.01%
71,738
+66,487
3822
$449K ﹤0.01%
31,402
+24,194
3823
$449K ﹤0.01%
85,071
-8,775
3824
$448K ﹤0.01%
17,002
+2,684
3825
$448K ﹤0.01%
3,416
+132