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
4501
$114K ﹤0.01%
4,165
+547
4502
$112K ﹤0.01%
17,012
-1,988
4503
$112K ﹤0.01%
3,450
-920
4504
$112K ﹤0.01%
+8,243
4505
$112K ﹤0.01%
56,941
+45,134
4506
$111K ﹤0.01%
13,155
4507
$110K ﹤0.01%
50
+3
4508
$110K ﹤0.01%
20,650
4509
$110K ﹤0.01%
+3,829
4510
$110K ﹤0.01%
10,056
+9,250
4511
$109K ﹤0.01%
104,191
-281,850
4512
$109K ﹤0.01%
4,878
+240
4513
$109K ﹤0.01%
4,184
+2,368
4514
$109K ﹤0.01%
2,019
+1,992
4515
$108K ﹤0.01%
4,479
+1,274
4516
$108K ﹤0.01%
14,414
+3,750
4517
$107K ﹤0.01%
8,500
4518
$107K ﹤0.01%
+4,260
4519
$107K ﹤0.01%
10,826
+3,595
4520
$107K ﹤0.01%
3,444
4521
$107K ﹤0.01%
11,899
-17,103
4522
$107K ﹤0.01%
2,326
+2,295
4523
$107K ﹤0.01%
932
+358
4524
$106K ﹤0.01%
3,497
+1,803
4525
$106K ﹤0.01%
216