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
5026
$35K ﹤0.01%
301
+1
5027
$35K ﹤0.01%
+2,000
5028
$35K ﹤0.01%
1,888
-2,315
5029
$35K ﹤0.01%
1,513
+213
5030
$35K ﹤0.01%
1,527
+370
5031
$35K ﹤0.01%
3,252
+2,960
5032
$35K ﹤0.01%
1,660
+1,637
5033
$35K ﹤0.01%
40,320
+11,520
5034
$35K ﹤0.01%
3,133
-2,593
5035
$35K ﹤0.01%
13,800
-3,000
5036
$35K ﹤0.01%
2,259,098
5037
$35K ﹤0.01%
20,470
-75
5038
$35K ﹤0.01%
3,064
-17,661
5039
$34K ﹤0.01%
965
5040
$34K ﹤0.01%
1,300
5041
$34K ﹤0.01%
2,744
+1,944
5042
$34K ﹤0.01%
1,414
+1,304
5043
$34K ﹤0.01%
680
5044
$34K ﹤0.01%
704
-154
5045
$34K ﹤0.01%
250
5046
$34K ﹤0.01%
1,421
5047
$34K ﹤0.01%
907
-3,070
5048
$34K ﹤0.01%
+2,071
5049
$34K ﹤0.01%
2,887
+2,816
5050
$33K ﹤0.01%
2,830
+419