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
3951
$367K ﹤0.01%
28,207
+13,918
3952
$367K ﹤0.01%
19,069
+11,491
3953
$366K ﹤0.01%
47,793
-225
3954
$366K ﹤0.01%
33,245
-370
3955
$365K ﹤0.01%
22,620
+15,993
3956
$364K ﹤0.01%
18,638
-38,944
3957
$364K ﹤0.01%
28,028
+16,475
3958
$363K ﹤0.01%
14,833
-541
3959
$361K ﹤0.01%
22,363
+18,853
3960
$361K ﹤0.01%
+15,800
3961
$360K ﹤0.01%
83,910
-13,748
3962
$359K ﹤0.01%
8,189
+6,669
3963
$358K ﹤0.01%
33,519
+29,754
3964
$358K ﹤0.01%
10,321
+24
3965
$358K ﹤0.01%
14,042
-139,656
3966
$357K ﹤0.01%
3,733
-400,196
3967
$357K ﹤0.01%
73,703
+44,411
3968
$356K ﹤0.01%
9,440
-9,169
3969
$355K ﹤0.01%
25,006
+18,392
3970
$355K ﹤0.01%
15,502
+4
3971
$355K ﹤0.01%
10,816
-4,743
3972
$355K ﹤0.01%
12,756
+2,682
3973
$355K ﹤0.01%
112,953
-3,503
3974
$354K ﹤0.01%
24,927
+7,353
3975
$354K ﹤0.01%
29,008
+17,754