Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
4626
$86K ﹤0.01%
7,048
+561
4627
$86K ﹤0.01%
7,752
+552
4628
$86K ﹤0.01%
3,050
4629
$86K ﹤0.01%
12,269
+7,688
4630
$86K ﹤0.01%
7,371
-13,911
4631
$86K ﹤0.01%
4,867
-37,150
4632
$86K ﹤0.01%
7,462
+1,886
4633
$85K ﹤0.01%
5,898
-1,100
4634
$85K ﹤0.01%
7,488
+1,547
4635
$85K ﹤0.01%
5,132
+4,421
4636
$85K ﹤0.01%
1,840
4637
$84K ﹤0.01%
3,288
+3,125
4638
$84K ﹤0.01%
+20,000
4639
$84K ﹤0.01%
989
+106
4640
$84K ﹤0.01%
13,444
+6,286
4641
$84K ﹤0.01%
1,801
4642
$84K ﹤0.01%
3,951
+3,903
4643
$84K ﹤0.01%
13,668
-16,491
4644
$84K ﹤0.01%
6,000
+4,000
4645
$84K ﹤0.01%
16,407
-2,169
4646
$84K ﹤0.01%
3,350
+1,500
4647
$83K ﹤0.01%
10,041
+8,304
4648
$83K ﹤0.01%
4,950
+4,181
4649
$83K ﹤0.01%
5,819
4650
$83K ﹤0.01%
4,889
+4,437