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
5076
$31K ﹤0.01%
937
+844
5077
$31K ﹤0.01%
7,300
5078
$31K ﹤0.01%
459
+1
5079
0
5080
$31K ﹤0.01%
315
+306
5081
$31K ﹤0.01%
122
+20
5082
$31K ﹤0.01%
8,300
-8,400
5083
$31K ﹤0.01%
4,074
5084
$31K ﹤0.01%
7,003
5085
$31K ﹤0.01%
8,076
+1,219
5086
$30K ﹤0.01%
1,089
+218
5087
$30K ﹤0.01%
385
+187
5088
$30K ﹤0.01%
+1,559
5089
$30K ﹤0.01%
+524
5090
$30K ﹤0.01%
+739
5091
$30K ﹤0.01%
510
+487
5092
$30K ﹤0.01%
23
+8
5093
$30K ﹤0.01%
6,975
5094
$30K ﹤0.01%
1,250
5095
$30K ﹤0.01%
2,703
5096
$30K ﹤0.01%
2,753
+2,015
5097
$29K ﹤0.01%
1,650
5098
$29K ﹤0.01%
3,375
-3,766
5099
$29K ﹤0.01%
926
+7
5100
$29K ﹤0.01%
11,350