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
3876
$414K ﹤0.01%
31,210
+4,243
3877
$413K ﹤0.01%
32,340
+1,000
3878
$413K ﹤0.01%
20,650
+18,199
3879
$412K ﹤0.01%
+16,364
3880
$412K ﹤0.01%
36,344
-1,567
3881
$412K ﹤0.01%
6,540
-67
3882
$411K ﹤0.01%
29,568
+950
3883
$411K ﹤0.01%
31,278
+2,122
3884
$411K ﹤0.01%
5,064
+3,842
3885
$411K ﹤0.01%
17,040
-2,910
3886
$410K ﹤0.01%
20,326
+18,166
3887
$410K ﹤0.01%
17,180
-4,187
3888
$409K ﹤0.01%
+20,173
3889
$409K ﹤0.01%
57,152
+32
3890
$408K ﹤0.01%
26,570
+22,608
3891
$408K ﹤0.01%
69,307
+68,054
3892
$405K ﹤0.01%
32,888
+6,364
3893
$405K ﹤0.01%
15,461
+6,000
3894
$405K ﹤0.01%
11,180
+828
3895
$404K ﹤0.01%
7,917
-200
3896
$404K ﹤0.01%
301,908
-5,464
3897
$404K ﹤0.01%
15,479
+15,098
3898
$404K ﹤0.01%
23,725
+22,984
3899
$403K ﹤0.01%
22,395
+9,126
3900
$403K ﹤0.01%
17,496
-16,000