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
3826
$447K ﹤0.01%
16,039
+13,558
3827
$447K ﹤0.01%
38,378
-21,812
3828
$446K ﹤0.01%
19,357
+10,672
3829
$444K ﹤0.01%
50,307
-27,584
3830
$444K ﹤0.01%
9,530
+6,960
3831
$444K ﹤0.01%
41,158
-88,942
3832
$442K ﹤0.01%
+17,805
3833
$441K ﹤0.01%
17,515
+16,073
3834
$440K ﹤0.01%
8,184
+6,338
3835
$439K ﹤0.01%
11,474
+10,610
3836
$437K ﹤0.01%
+11,413
3837
$437K ﹤0.01%
25,981
+1,110
3838
$436K ﹤0.01%
4,000
3839
$436K ﹤0.01%
18,693
-7,660
3840
$436K ﹤0.01%
10,360
-1,472
3841
$435K ﹤0.01%
+130
3842
$435K ﹤0.01%
108,139
+21,659
3843
$434K ﹤0.01%
5,326
+1,223
3844
$433K ﹤0.01%
28,147
+14,519
3845
$433K ﹤0.01%
38,162
-2,033
3846
$433K ﹤0.01%
10,991
-1,993
3847
$432K ﹤0.01%
16,000
+15,845
3848
$431K ﹤0.01%
11,184
+7,125
3849
$430K ﹤0.01%
12,000
+8,713
3850
$429K ﹤0.01%
23,426