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
4426
$135K ﹤0.01%
11,007
+9,309
4427
$134K ﹤0.01%
5,801
+2,923
4428
$134K ﹤0.01%
8,445
+6,149
4429
$134K ﹤0.01%
6,269
-289
4430
$134K ﹤0.01%
7,687
+7,292
4431
$134K ﹤0.01%
24,803
+6,147
4432
$133K ﹤0.01%
3,724
-8,280
4433
$133K ﹤0.01%
17,088
+11,863
4434
$133K ﹤0.01%
5,492
+5,034
4435
$133K ﹤0.01%
33,469
-28,881
4436
$132K ﹤0.01%
5,305
-614
4437
$132K ﹤0.01%
2,656
+1,076
4438
$132K ﹤0.01%
4,000
4439
$132K ﹤0.01%
1,394
+1,375
4440
$132K ﹤0.01%
18,616
+18,297
4441
$131K ﹤0.01%
10,694
+9,374
4442
$130K ﹤0.01%
4,936
-4,683
4443
$130K ﹤0.01%
42,683
+13,624
4444
$130K ﹤0.01%
9,514
-176
4445
$129K ﹤0.01%
12,118
-1,383
4446
$128K ﹤0.01%
1,832
+1,591
4447
$128K ﹤0.01%
20,577
+7,644
4448
$128K ﹤0.01%
4,357
+1,951
4449
$127K ﹤0.01%
+18,623
4450
$127K ﹤0.01%
11,850
+5,324