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
3976
$354K ﹤0.01%
19,805
+4,742
3977
$353K ﹤0.01%
50,224
+44,840
3978
$353K ﹤0.01%
23,538
-6,614
3979
$349K ﹤0.01%
129,301
-1,390
3980
$348K ﹤0.01%
8,727
+430
3981
$346K ﹤0.01%
21,325
+13,005
3982
$345K ﹤0.01%
13,296
-91,948
3983
$345K ﹤0.01%
7,789
+6,834
3984
$345K ﹤0.01%
17,329
+7,296
3985
$345K ﹤0.01%
8,500
-31,892
3986
$344K ﹤0.01%
7,805
+4,660
3987
$344K ﹤0.01%
63,686
-22,440
3988
$343K ﹤0.01%
23,847
-5,154
3989
$343K ﹤0.01%
8,692
+61
3990
$343K ﹤0.01%
14,894
+13,383
3991
$343K ﹤0.01%
326,519
+192,414
3992
$341K ﹤0.01%
19,280
+2,388
3993
$341K ﹤0.01%
3,645
3994
$341K ﹤0.01%
21,310
-2,936
3995
$340K ﹤0.01%
90,000
+50,000
3996
$337K ﹤0.01%
28,963
-24,678
3997
$337K ﹤0.01%
7,967
+150
3998
$337K ﹤0.01%
23,384
+23,374
3999
$336K ﹤0.01%
7,210
-3,573
4000
$336K ﹤0.01%
481,222
-1,939