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
4401
$141K ﹤0.01%
7,718
-1,765
4402
$141K ﹤0.01%
349
+335
4403
$140K ﹤0.01%
26,425
+25,891
4404
$140K ﹤0.01%
2,738
-88
4405
$140K ﹤0.01%
8,803
+749
4406
$139K ﹤0.01%
65,002
+42,778
4407
$139K ﹤0.01%
8,699
-10,687
4408
$139K ﹤0.01%
10,108
+39
4409
$139K ﹤0.01%
8,648
+8,084
4410
$138K ﹤0.01%
35,513
4411
$138K ﹤0.01%
4,577
-18,889
4412
$138K ﹤0.01%
10,234
+6,777
4413
$138K ﹤0.01%
8,848
+7,054
4414
$137K ﹤0.01%
1,544
+598
4415
$137K ﹤0.01%
5,808
+2,474
4416
$137K ﹤0.01%
12,050
+2,438
4417
$136K ﹤0.01%
13,757
+5,267
4418
$136K ﹤0.01%
6,524
-92
4419
$136K ﹤0.01%
20,329
+3,388
4420
$136K ﹤0.01%
3,191
+1,379
4421
$136K ﹤0.01%
10,242
+5,675
4422
$135K ﹤0.01%
12,538
+1,823
4423
$135K ﹤0.01%
2
-2
4424
$135K ﹤0.01%
5,227
+1,622
4425
$135K ﹤0.01%
2,200
+1,323