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
4901
$47K ﹤0.01%
2,875
4902
$46K ﹤0.01%
1,118
+418
4903
$46K ﹤0.01%
3,176
+3,132
4904
$46K ﹤0.01%
14,952
+849
4905
$46K ﹤0.01%
2,547
+498
4906
$46K ﹤0.01%
3,974
-12,332
4907
$46K ﹤0.01%
1,956
-8,178
4908
$46K ﹤0.01%
1,823
+909
4909
$46K ﹤0.01%
4,088
4910
$46K ﹤0.01%
8,010
4911
$46K ﹤0.01%
2,687
+2,144
4912
$46K ﹤0.01%
19,989
-44,311
4913
$46K ﹤0.01%
2,922
-1,715
4914
$46K ﹤0.01%
212,984
+90,957
4915
$45K ﹤0.01%
2,838
-1,465
4916
$45K ﹤0.01%
19,500
4917
$45K ﹤0.01%
+24
4918
$45K ﹤0.01%
1,544
+845
4919
$45K ﹤0.01%
10,385
4920
0
4921
$45K ﹤0.01%
3,674
-115
4922
$45K ﹤0.01%
5,008
+1,948
4923
0
4924
$45K ﹤0.01%
+7,690
4925
$45K ﹤0.01%
3,780