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
4526
$106K ﹤0.01%
5,900
+4,676
4527
$106K ﹤0.01%
19,229
+42
4528
$105K ﹤0.01%
4,865
-890
4529
$105K ﹤0.01%
1,512
+1,094
4530
$105K ﹤0.01%
7,867
-6,035
4531
$105K ﹤0.01%
2,690
-3,285
4532
$105K ﹤0.01%
9,610
+549
4533
$105K ﹤0.01%
13,500
-203
4534
$104K ﹤0.01%
3,560
-7,142
4535
$104K ﹤0.01%
11,367
+1,497
4536
$103K ﹤0.01%
3,255
+1,484
4537
$102K ﹤0.01%
10,430
+3,093
4538
$102K ﹤0.01%
3,398
-4,429
4539
$102K ﹤0.01%
1,797
-798
4540
$102K ﹤0.01%
3,037
4541
$101K ﹤0.01%
3,961
+131
4542
$101K ﹤0.01%
5,725
-110,466
4543
$101K ﹤0.01%
5,872
-4,444
4544
$101K ﹤0.01%
11,317
-189
4545
$100K ﹤0.01%
855
-1,321
4546
$100K ﹤0.01%
1,361
+908
4547
$100K ﹤0.01%
3,504
+2,883
4548
$100K ﹤0.01%
4,171
+3,133
4549
$100K ﹤0.01%
19,634
+1,883
4550
$99K ﹤0.01%
2,351
+737