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
4301
$172K ﹤0.01%
15,398
+12,342
4302
$172K ﹤0.01%
8,690
-54,690
4303
$172K ﹤0.01%
6,963
+3,102
4304
$172K ﹤0.01%
11,500
-9,500
4305
$171K ﹤0.01%
5,820
-5,418
4306
$171K ﹤0.01%
11,506
4307
$171K ﹤0.01%
1,112
+597
4308
$171K ﹤0.01%
1,875
+289
4309
$171K ﹤0.01%
9,248
+186
4310
$169K ﹤0.01%
13,106
+5,880
4311
$169K ﹤0.01%
14,697
4312
$169K ﹤0.01%
8,018
+3,000
4313
$169K ﹤0.01%
7,829
-129
4314
$168K ﹤0.01%
10,062
+1,274
4315
$168K ﹤0.01%
7,126
+6,332
4316
$168K ﹤0.01%
2,044
-395
4317
$168K ﹤0.01%
6,434
+1,136
4318
$167K ﹤0.01%
13,389
+12,214
4319
$167K ﹤0.01%
+722
4320
$167K ﹤0.01%
13,348
-45,584
4321
$166K ﹤0.01%
5,100
4322
$166K ﹤0.01%
1,854
+201
4323
$166K ﹤0.01%
9,299
+1,316
4324
$165K ﹤0.01%
2,104
+1,375
4325
$165K ﹤0.01%
6,176
+2,406