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
4201
$218K ﹤0.01%
29,456
-1,873
4202
$218K ﹤0.01%
15,283
+14,008
4203
$217K ﹤0.01%
5,861
+2,855
4204
$216K ﹤0.01%
533
+406
4205
$216K ﹤0.01%
5,334
+662
4206
$216K ﹤0.01%
16,142
-269
4207
$216K ﹤0.01%
22,060
+9,315
4208
$215K ﹤0.01%
2,382
-640
4209
$215K ﹤0.01%
12,167
-515
4210
$215K ﹤0.01%
34,106
-13,916
4211
$213K ﹤0.01%
376
-6
4212
$213K ﹤0.01%
+17,000
4213
$212K ﹤0.01%
13,647
+5,948
4214
$210K ﹤0.01%
4,892
-7,878
4215
$209K ﹤0.01%
29,013
+28,851
4216
$209K ﹤0.01%
14,108
-4,357
4217
$209K ﹤0.01%
11,796
+57
4218
$208K ﹤0.01%
2,273
+2,268
4219
$208K ﹤0.01%
15,679
+5,605
4220
$208K ﹤0.01%
1,275
4221
$208K ﹤0.01%
10,000
4222
$207K ﹤0.01%
6,762
+5,540
4223
$206K ﹤0.01%
3,834
+304
4224
$206K ﹤0.01%
13,670
-3,045
4225
$206K ﹤0.01%
1,349
+1,319