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
4226
$206K ﹤0.01%
1,696
+395
4227
$205K ﹤0.01%
14,920
4228
$203K ﹤0.01%
4,251
+480
4229
$203K ﹤0.01%
2,983
+2,251
4230
$203K ﹤0.01%
25,739
+10,739
4231
$202K ﹤0.01%
17,006
+6,392
4232
$202K ﹤0.01%
7,674
+1,247
4233
$202K ﹤0.01%
11,984
+7,773
4234
$202K ﹤0.01%
62,274
-8,038
4235
$201K ﹤0.01%
14,972
+109
4236
$201K ﹤0.01%
12,783
-1,500
4237
$201K ﹤0.01%
16,390
-20,985
4238
$200K ﹤0.01%
3,165
-2,503
4239
$199K ﹤0.01%
12,019
-3,734
4240
$199K ﹤0.01%
7,847
+212
4241
$198K ﹤0.01%
5,615
+241
4242
$198K ﹤0.01%
7,376
+4,497
4243
$197K ﹤0.01%
21,244
-148
4244
$197K ﹤0.01%
8,033
+341
4245
$196K ﹤0.01%
39,756
+4,680
4246
$196K ﹤0.01%
15,483
+15,480
4247
$195K ﹤0.01%
4,563
+1,819
4248
$195K ﹤0.01%
21,839
+19,700
4249
$194K ﹤0.01%
18,738
+18,652
4250
$193K ﹤0.01%
6,947
+1,402