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
4726
$71K ﹤0.01%
9,854
+520
4727
$70K ﹤0.01%
13,389
+4,264
4728
$70K ﹤0.01%
50,493
4729
$70K ﹤0.01%
5,136
+1,053
4730
$70K ﹤0.01%
1,298
+646
4731
$70K ﹤0.01%
10,680
+10,589
4732
$70K ﹤0.01%
36,660
-211,392
4733
$69K ﹤0.01%
20,969
4734
$69K ﹤0.01%
+2,800
4735
$69K ﹤0.01%
11,943
+8,943
4736
$69K ﹤0.01%
3,769
-6,490
4737
$69K ﹤0.01%
1,314
-11,800
4738
$68K ﹤0.01%
18,000
4739
$68K ﹤0.01%
12,976
+4,560
4740
$68K ﹤0.01%
5,000
+4,000
4741
$68K ﹤0.01%
3,022
+260
4742
$67K ﹤0.01%
2,672
+1,391
4743
$67K ﹤0.01%
1,886
+169
4744
$67K ﹤0.01%
801
-71
4745
$67K ﹤0.01%
4,035
+185
4746
$67K ﹤0.01%
424
+243
4747
$67K ﹤0.01%
4,725
-1,439
4748
$66K ﹤0.01%
1,883
+946
4749
$66K ﹤0.01%
6,000
4750
$66K ﹤0.01%
2,887
+802