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
4126
$255K ﹤0.01%
25,347
+573
4127
$254K ﹤0.01%
13,050
+2,617
4128
$253K ﹤0.01%
146,589
-3,927
4129
$252K ﹤0.01%
24,070
4130
$252K ﹤0.01%
18,961
-1,439
4131
$251K ﹤0.01%
16,590
+7,480
4132
$251K ﹤0.01%
30,280
+15,005
4133
$251K ﹤0.01%
18,657
-853
4134
$251K ﹤0.01%
7,953
+7,589
4135
$250K ﹤0.01%
18,368
-3,003
4136
$248K ﹤0.01%
19,283
+18,274
4137
$248K ﹤0.01%
10,013
+356
4138
$248K ﹤0.01%
14,227
+13,296
4139
$246K ﹤0.01%
258
+238
4140
$246K ﹤0.01%
24,659
+12,919
4141
$245K ﹤0.01%
+25
4142
$244K ﹤0.01%
20,443
-5,379
4143
$244K ﹤0.01%
70,705
+70,414
4144
$244K ﹤0.01%
74,056
4145
$244K ﹤0.01%
15,214
4146
$243K ﹤0.01%
6,583
+4,112
4147
$242K ﹤0.01%
116,652
+113,588
4148
$242K ﹤0.01%
6,600
+700
4149
$242K ﹤0.01%
21,164
-228,341
4150
$241K ﹤0.01%
19,015
+14,475