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
4601
$90K ﹤0.01%
4,517
+2,979
4602
$90K ﹤0.01%
9,762
+9,572
4603
$90K ﹤0.01%
276
-3,943
4604
$90K ﹤0.01%
1,841
+405
4605
$90K ﹤0.01%
5,250
-2,261
4606
$89K ﹤0.01%
3,148
+1,822
4607
$89K ﹤0.01%
1,707
-11,119
4608
$89K ﹤0.01%
2,935
+1,382
4609
$89K ﹤0.01%
3,167
+2,667
4610
$89K ﹤0.01%
9,175
+3,136
4611
$89K ﹤0.01%
28,180
+25,332
4612
$89K ﹤0.01%
4,958
+175
4613
$88K ﹤0.01%
3,181
-2,092
4614
$88K ﹤0.01%
7,778
-84,308
4615
$88K ﹤0.01%
11,044
-5,000
4616
$88K ﹤0.01%
6,250
-2,231
4617
$88K ﹤0.01%
2,369
+161
4618
$88K ﹤0.01%
1,076
+33
4619
$88K ﹤0.01%
6,412
4620
$87K ﹤0.01%
7,149
+6,927
4621
$87K ﹤0.01%
5,623
+1,121
4622
$87K ﹤0.01%
9,467
-3,038
4623
$87K ﹤0.01%
4,385
4624
$87K ﹤0.01%
+1,439
4625
$86K ﹤0.01%
3,050