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
4176
$231K ﹤0.01%
5,318
+1,961
4177
$231K ﹤0.01%
24,887
+6,121
4178
$231K ﹤0.01%
1,084
-54
4179
$231K ﹤0.01%
24,102
+20,135
4180
$230K ﹤0.01%
13,824
+12,208
4181
$230K ﹤0.01%
11,610
+4,398
4182
$230K ﹤0.01%
44,810
-87,300
4183
$230K ﹤0.01%
17,485
-3,229
4184
$229K ﹤0.01%
12,620
-598
4185
$228K ﹤0.01%
8,802
+2,424
4186
$228K ﹤0.01%
11,577
+6,345
4187
$228K ﹤0.01%
9,582
+9,533
4188
$226K ﹤0.01%
15,244
+71
4189
$226K ﹤0.01%
17,002
4190
$226K ﹤0.01%
16,020
+2,696
4191
$225K ﹤0.01%
11,783
-24,285
4192
$225K ﹤0.01%
6,884
+187
4193
$224K ﹤0.01%
+4,000
4194
$224K ﹤0.01%
19,467
+159
4195
$222K ﹤0.01%
7,484
+549
4196
$221K ﹤0.01%
12,827
+121
4197
$221K ﹤0.01%
+14,825
4198
$220K ﹤0.01%
+7,283
4199
$220K ﹤0.01%
9,672
+336
4200
$218K ﹤0.01%
8,137
+2,759