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
3901
$402K ﹤0.01%
10,269
+318
3902
$402K ﹤0.01%
18,534
-11,364
3903
$401K ﹤0.01%
38,296
+27,066
3904
$399K ﹤0.01%
6,230
-63
3905
$397K ﹤0.01%
12,954
+4,256
3906
$397K ﹤0.01%
12,601
+7,265
3907
$396K ﹤0.01%
95,823
+31,564
3908
$395K ﹤0.01%
+20,462
3909
$395K ﹤0.01%
17,213
-29,837
3910
$394K ﹤0.01%
18,306
+14,311
3911
$393K ﹤0.01%
30,593
+30,423
3912
$393K ﹤0.01%
9,908
-657
3913
$392K ﹤0.01%
8,864
+6,546
3914
$392K ﹤0.01%
20,095
+2,171
3915
$390K ﹤0.01%
6,478
+3,709
3916
$390K ﹤0.01%
20,762
+9,899
3917
$390K ﹤0.01%
8,721
-4,264
3918
$389K ﹤0.01%
32,113
+7,159
3919
$389K ﹤0.01%
15,711
-2,948
3920
$388K ﹤0.01%
+23,025
3921
$388K ﹤0.01%
23,488
-876
3922
$387K ﹤0.01%
16,514
+700
3923
$387K ﹤0.01%
15,646
-11,067
3924
$386K ﹤0.01%
36,142
+34,540
3925
$386K ﹤0.01%
10,869
+7,012