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
4351
$158K ﹤0.01%
3,099
+59
4352
$157K ﹤0.01%
1,715
4353
$156K ﹤0.01%
17,051
+13,256
4354
$156K ﹤0.01%
8,183
+7,878
4355
$155K ﹤0.01%
14,842
+5,448
4356
$155K ﹤0.01%
25,202
+25,165
4357
$155K ﹤0.01%
3,146
-423
4358
$155K ﹤0.01%
12,434
+1,824
4359
$154K ﹤0.01%
7,996
-303
4360
$154K ﹤0.01%
5,472
-12,320
4361
$154K ﹤0.01%
+1
4362
$154K ﹤0.01%
18,721
+1,036
4363
$153K ﹤0.01%
+5,429
4364
$153K ﹤0.01%
18,523
+16,769
4365
$153K ﹤0.01%
3,847
-11,750
4366
$153K ﹤0.01%
3,244
+318
4367
0
4368
$152K ﹤0.01%
3,124
-377
4369
$151K ﹤0.01%
25,780
-600
4370
$151K ﹤0.01%
4,984
-80
4371
$151K ﹤0.01%
9,752
+2,999
4372
$150K ﹤0.01%
5,030
-4,140
4373
$150K ﹤0.01%
2,743
+2,446
4374
$150K ﹤0.01%
15,740
+13,000
4375
$150K ﹤0.01%
8,707
+8,046