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
3851
$428K ﹤0.01%
43,724
+24
3852
$428K ﹤0.01%
59,775
-4,375
3853
$428K ﹤0.01%
33,031
+4,902
3854
$428K ﹤0.01%
42,057
+39,296
3855
$427K ﹤0.01%
52,447
+574
3856
$426K ﹤0.01%
99
+68
3857
$425K ﹤0.01%
13,171
+10,449
3858
$424K ﹤0.01%
30,376
+378
3859
$424K ﹤0.01%
21,813
+2,447
3860
$422K ﹤0.01%
5,254
+4,499
3861
$422K ﹤0.01%
6,785
-602,644
3862
$422K ﹤0.01%
31,896
+1,335
3863
$421K ﹤0.01%
25,579
+252
3864
$420K ﹤0.01%
24,837
+5,991
3865
$420K ﹤0.01%
12,062
-2,816
3866
$419K ﹤0.01%
10,809
+3,589
3867
$419K ﹤0.01%
1,259
+1,002
3868
$418K ﹤0.01%
12,866
+6,395
3869
$417K ﹤0.01%
17,312
+4,905
3870
$416K ﹤0.01%
36,839
+7,204
3871
$416K ﹤0.01%
60,787
-26,567
3872
$416K ﹤0.01%
22,432
-5,391
3873
$415K ﹤0.01%
10,283
+7,199
3874
$415K ﹤0.01%
6,009
+5,814
3875
$414K ﹤0.01%
12,058
+528