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
4376
$149K ﹤0.01%
23,167
-24,169
4377
$149K ﹤0.01%
5,814
-1,284
4378
$149K ﹤0.01%
22,363
+7,307
4379
$148K ﹤0.01%
13,238
+881
4380
$148K ﹤0.01%
1,475
+1,178
4381
$148K ﹤0.01%
16,926
+15,211
4382
$148K ﹤0.01%
5,938
+2,917
4383
$148K ﹤0.01%
11,050
-594
4384
$148K ﹤0.01%
1,325
-1,541
4385
$147K ﹤0.01%
11,269
-45,712
4386
$146K ﹤0.01%
2,527
+175
4387
$146K ﹤0.01%
21,679
-2,479
4388
$145K ﹤0.01%
2,898
+1,136
4389
$144K ﹤0.01%
2,445
+2,330
4390
$144K ﹤0.01%
8,132
+1,996
4391
$144K ﹤0.01%
11,491
+1,253
4392
$144K ﹤0.01%
11,068
+10,511
4393
$143K ﹤0.01%
11,907
-25,693
4394
$143K ﹤0.01%
+12,798
4395
$143K ﹤0.01%
+5,950
4396
$142K ﹤0.01%
5,221
-175
4397
$142K ﹤0.01%
12,681
+1,444
4398
$142K ﹤0.01%
4,896
-5,031
4399
$142K ﹤0.01%
204
4400
$142K ﹤0.01%
3,300
-200