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
4251
$193K ﹤0.01%
200
+62
4252
$193K ﹤0.01%
8,842
+2,443
4253
$192K ﹤0.01%
5,248
-257
4254
$191K ﹤0.01%
2,794
+878
4255
$191K ﹤0.01%
9,339
-1,102
4256
$190K ﹤0.01%
+3,400
4257
$189K ﹤0.01%
21,577
+6,537
4258
$189K ﹤0.01%
3,617
-21
4259
$189K ﹤0.01%
11,617
+1,542
4260
$189K ﹤0.01%
480
+473
4261
$189K ﹤0.01%
+12,756
4262
$189K ﹤0.01%
11,913
+1,219
4263
$189K ﹤0.01%
16,023
-4,146
4264
$188K ﹤0.01%
7,326
-3
4265
$187K ﹤0.01%
27,679
4266
$187K ﹤0.01%
8,208
+4,884
4267
$187K ﹤0.01%
4,622
-3,434
4268
$187K ﹤0.01%
12,782
+100
4269
$186K ﹤0.01%
5,041
+62
4270
$185K ﹤0.01%
+16,375
4271
$185K ﹤0.01%
2,000
4272
$185K ﹤0.01%
30,000
-71,000
4273
$184K ﹤0.01%
13,864
+13,614
4274
$183K ﹤0.01%
13,309
+4,318
4275
$182K ﹤0.01%
18,034
-8,445