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
4626
$86K ﹤0.01%
12,269
+7,688
4627
$86K ﹤0.01%
7,371
-13,911
4628
$86K ﹤0.01%
4,867
-37,150
4629
$86K ﹤0.01%
7,462
+1,886
4630
$86K ﹤0.01%
12,438
+128
4631
$86K ﹤0.01%
7,048
+561
4632
$86K ﹤0.01%
7,752
+552
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%
16,407
-2,169
4638
$84K ﹤0.01%
3,350
+1,500
4639
$84K ﹤0.01%
3,288
+3,125
4640
$84K ﹤0.01%
+20,000
4641
$84K ﹤0.01%
989
+106
4642
$84K ﹤0.01%
13,444
+6,286
4643
$84K ﹤0.01%
1,801
4644
$84K ﹤0.01%
3,951
+3,903
4645
$84K ﹤0.01%
13,668
-16,491
4646
$84K ﹤0.01%
6,000
+4,000
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