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
4951
$42K ﹤0.01%
+2,045
4952
$42K ﹤0.01%
1,545
+771
4953
$42K ﹤0.01%
600
-1,748
4954
$42K ﹤0.01%
1,402
4955
$41K ﹤0.01%
1,957
+128
4956
$41K ﹤0.01%
+3,005
4957
$41K ﹤0.01%
4,571
4958
$41K ﹤0.01%
3,190
+1,498
4959
$41K ﹤0.01%
1,917
+705
4960
$41K ﹤0.01%
2,477
+2,202
4961
$41K ﹤0.01%
6,142
+1,778
4962
$41K ﹤0.01%
1,448
+883
4963
$41K ﹤0.01%
3,173
+1,024
4964
$40K ﹤0.01%
3,317
+195
4965
$40K ﹤0.01%
819
-445
4966
$40K ﹤0.01%
3,550
+50
4967
$40K ﹤0.01%
1,218
-600
4968
$40K ﹤0.01%
1,558
-4,062
4969
$40K ﹤0.01%
918
-1,554
4970
$40K ﹤0.01%
3,418
-267
4971
$40K ﹤0.01%
5,045
-74
4972
$40K ﹤0.01%
+6,480
4973
$39K ﹤0.01%
1,864
+1,817
4974
$39K ﹤0.01%
250
+50
4975
$39K ﹤0.01%
1,644
+1,173