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
4051
$302K ﹤0.01%
1,002,755
+177,582
4052
$301K ﹤0.01%
12,176
+800
4053
$300K ﹤0.01%
10,262
-2,701
4054
$299K ﹤0.01%
11,746
-417
4055
$297K ﹤0.01%
20,710
-17,735
4056
$297K ﹤0.01%
10,332
-55,050
4057
$296K ﹤0.01%
10,220
+225
4058
$296K ﹤0.01%
38,621
+36,963
4059
$295K ﹤0.01%
+5,404
4060
$294K ﹤0.01%
18,749
+3,087
4061
$294K ﹤0.01%
2,585
-293
4062
$293K ﹤0.01%
11,725
-85,768
4063
$293K ﹤0.01%
26,983
+3,694
4064
$293K ﹤0.01%
38,250
+3,233
4065
$293K ﹤0.01%
10,562
+7,797
4066
$292K ﹤0.01%
5,200
+3,200
4067
$292K ﹤0.01%
+11,720
4068
$291K ﹤0.01%
12,300
+10,300
4069
$290K ﹤0.01%
13,658
+2,893
4070
$290K ﹤0.01%
+18,000
4071
$289K ﹤0.01%
9,501
-6,494
4072
$289K ﹤0.01%
7,807
-295
4073
$288K ﹤0.01%
14,575
-551
4074
$288K ﹤0.01%
4,840
-3,582
4075
$287K ﹤0.01%
29,483
+5,035