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
4751
$66K ﹤0.01%
2,711
+1,671
4752
$66K ﹤0.01%
2,630
+833
4753
$66K ﹤0.01%
5,677
-155
4754
$66K ﹤0.01%
5,683
+3,106
4755
$66K ﹤0.01%
350,688
+2,865
4756
$65K ﹤0.01%
2,681
+2,425
4757
$65K ﹤0.01%
40,239
+2,162
4758
$65K ﹤0.01%
+2,680
4759
$65K ﹤0.01%
200
+100
4760
$65K ﹤0.01%
8,041
-21,783
4761
$64K ﹤0.01%
2,199
+361
4762
$64K ﹤0.01%
15,816
+12,216
4763
$64K ﹤0.01%
2,793
+1,293
4764
$64K ﹤0.01%
5,001
-270
4765
$64K ﹤0.01%
6,468
+2,284
4766
$63K ﹤0.01%
1,289
-153
4767
$63K ﹤0.01%
2,058
-633
4768
$63K ﹤0.01%
4,020
+2,365
4769
$63K ﹤0.01%
1,551
+712
4770
$63K ﹤0.01%
1,153
-880
4771
$63K ﹤0.01%
11,651
+339
4772
$63K ﹤0.01%
6,228
4773
$63K ﹤0.01%
753
+716
4774
$62K ﹤0.01%
10,327
+10,195
4775
$62K ﹤0.01%
+4,400