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
4451
$127K ﹤0.01%
19,762
+208
4452
$127K ﹤0.01%
10,742
+3,212
4453
$127K ﹤0.01%
5,034
+4,861
4454
$126K ﹤0.01%
9,086
-169,161
4455
$126K ﹤0.01%
3,355
-4,393
4456
$125K ﹤0.01%
17,603
4457
$125K ﹤0.01%
8,438
-10,799
4458
$125K ﹤0.01%
7,316
+66
4459
$125K ﹤0.01%
31,204
+20,978
4460
$125K ﹤0.01%
4,358
-4,342
4461
$125K ﹤0.01%
9,021
+3,720
4462
$124K ﹤0.01%
17,237
-6,075
4463
$124K ﹤0.01%
300
+158
4464
$124K ﹤0.01%
5,003
+1,277
4465
$124K ﹤0.01%
3,220
-1,929
4466
$124K ﹤0.01%
2,525
-150
4467
$123K ﹤0.01%
4,860
-3,885
4468
$123K ﹤0.01%
5,825
+3,568
4469
$123K ﹤0.01%
8,428
+748
4470
$122K ﹤0.01%
7,651
+7,506
4471
$122K ﹤0.01%
9,000
4472
$121K ﹤0.01%
8,170
+300
4473
$121K ﹤0.01%
5,501
+2,780
4474
$120K ﹤0.01%
5,241
+779
4475
$120K ﹤0.01%
4,146
+3,104