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
4076
$286K ﹤0.01%
1,989
-447
4077
$286K ﹤0.01%
17,889
-315
4078
$285K ﹤0.01%
25,610
-55,383
4079
$285K ﹤0.01%
6,237
+94
4080
$284K ﹤0.01%
13,426
+2,349
4081
$284K ﹤0.01%
40,967
-513,452
4082
$283K ﹤0.01%
26,232
-6,400
4083
$281K ﹤0.01%
33,005
+9,417
4084
$280K ﹤0.01%
19,313
+10,962
4085
$279K ﹤0.01%
27,718
+600
4086
$278K ﹤0.01%
187,020
+135,072
4087
$278K ﹤0.01%
113,402
-16,390
4088
$278K ﹤0.01%
55,851
+26,327
4089
$277K ﹤0.01%
37,901
+141
4090
$277K ﹤0.01%
21,321
-4,696
4091
$276K ﹤0.01%
13,566
+4,086
4092
$276K ﹤0.01%
4,949
+3,539
4093
$275K ﹤0.01%
14,848
+5,344
4094
$275K ﹤0.01%
28,349
+7,921
4095
$275K ﹤0.01%
23,159
+1,089
4096
$275K ﹤0.01%
7,473
+1,884
4097
$275K ﹤0.01%
21,592
+2,406
4098
$274K ﹤0.01%
8,656
-4,009
4099
$273K ﹤0.01%
+16,723
4100
$273K ﹤0.01%
7,908
+3,904