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
4151
$241K ﹤0.01%
17,102
-5,584
4152
$241K ﹤0.01%
10,784
+3,194
4153
$240K ﹤0.01%
4,034
+3,975
4154
$240K ﹤0.01%
25,689
-4,816
4155
$240K ﹤0.01%
7,796
+2,698
4156
$240K ﹤0.01%
28,919
-10,847
4157
$240K ﹤0.01%
23,764
+20,738
4158
$239K ﹤0.01%
11,756
-495
4159
$238K ﹤0.01%
29,955
+23,294
4160
$238K ﹤0.01%
14,204
+4,817
4161
$238K ﹤0.01%
14,096
-3,061
4162
$237K ﹤0.01%
3,200
-421
4163
$236K ﹤0.01%
24,372
+11,972
4164
$236K ﹤0.01%
11,861
-1,828
4165
$236K ﹤0.01%
6,259
-915
4166
$236K ﹤0.01%
29,112
+1,491
4167
$235K ﹤0.01%
70,274
-4,557
4168
$235K ﹤0.01%
27,225
4169
$235K ﹤0.01%
20,504
+12,508
4170
$234K ﹤0.01%
39,919
+34,731
4171
$233K ﹤0.01%
10,981
-7,941
4172
$233K ﹤0.01%
83
-4
4173
$233K ﹤0.01%
17,730
+17,656
4174
$232K ﹤0.01%
9,251
-568
4175
$232K ﹤0.01%
+1,529