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
5101
$29K ﹤0.01%
1,041
+502
5102
$29K ﹤0.01%
2,003
-554
5103
$29K ﹤0.01%
4,361
+4,077
5104
$28K ﹤0.01%
1,401
5105
$28K ﹤0.01%
+1,125
5106
$28K ﹤0.01%
9,000
+516
5107
$28K ﹤0.01%
806
-5,280
5108
$28K ﹤0.01%
12,501
+9,000
5109
$28K ﹤0.01%
1,906
+906
5110
$28K ﹤0.01%
17,750
-1,150
5111
$28K ﹤0.01%
1,865
-93
5112
$28K ﹤0.01%
675
+100
5113
$28K ﹤0.01%
2,016
-6
5114
$28K ﹤0.01%
633
-594
5115
$27K ﹤0.01%
4,924
+786
5116
$27K ﹤0.01%
1,864
-2,580
5117
$27K ﹤0.01%
1,116
+1,037
5118
$27K ﹤0.01%
1,191
+1,146
5119
$27K ﹤0.01%
+1,072
5120
$27K ﹤0.01%
3,200
-1,357
5121
$27K ﹤0.01%
2,308
+2,199
5122
$27K ﹤0.01%
6,131
+119
5123
$27K ﹤0.01%
1,610
+54
5124
$27K ﹤0.01%
2,601
+2,523
5125
$27K ﹤0.01%
1,133
+121