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
4701
$75K ﹤0.01%
5,334
-11,547
4702
$75K ﹤0.01%
3,556
-31,180
4703
$75K ﹤0.01%
4,920
4704
$75K ﹤0.01%
2,700
+1,958
4705
$74K ﹤0.01%
2,810
+1,967
4706
$74K ﹤0.01%
2,804
+2,364
4707
$73K ﹤0.01%
2,948
+640
4708
$73K ﹤0.01%
187
4709
$73K ﹤0.01%
3,943
-2,333
4710
$73K ﹤0.01%
2,147
+85
4711
$73K ﹤0.01%
3,276
+3,048
4712
$72K ﹤0.01%
2,139
-15,121
4713
$72K ﹤0.01%
3,079
+79
4714
$72K ﹤0.01%
6,520
+1,157
4715
$72K ﹤0.01%
68,714
-500
4716
$72K ﹤0.01%
20,000
4717
$71K ﹤0.01%
1,421
-341
4718
$71K ﹤0.01%
5,134
+2,832
4719
$71K ﹤0.01%
1,459
+1,427
4720
$71K ﹤0.01%
3,989
+3,956
4721
$71K ﹤0.01%
1,032
+1,020
4722
$71K ﹤0.01%
+895
4723
$71K ﹤0.01%
37
+28
4724
$71K ﹤0.01%
3,550
-3,550
4725
$71K ﹤0.01%
16,479
+9,379