Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
5126
$27K ﹤0.01%
1,610
+54
5127
$26K ﹤0.01%
8,425
+125
5128
$26K ﹤0.01%
3,442
+3,425
5129
$26K ﹤0.01%
6,964
5130
$26K ﹤0.01%
+2,987
5131
$26K ﹤0.01%
612
+592
5132
$26K ﹤0.01%
2,362
+2,261
5133
$26K ﹤0.01%
1,283
+1,135
5134
$26K ﹤0.01%
1,000
5135
$26K ﹤0.01%
3,516
+3,468
5136
$26K ﹤0.01%
1,224
+126
5137
$26K ﹤0.01%
24,336
-8,243
5138
$26K ﹤0.01%
+1,400
5139
$26K ﹤0.01%
+660
5140
$26K ﹤0.01%
2,119
5141
$25K ﹤0.01%
1,190
+853
5142
$25K ﹤0.01%
1,729
-1,084
5143
$25K ﹤0.01%
11,013
-181,915
5144
$25K ﹤0.01%
3,687
+567
5145
$25K ﹤0.01%
1,944
+118
5146
$25K ﹤0.01%
470
+60
5147
$25K ﹤0.01%
2,000
5148
$25K ﹤0.01%
+8,870
5149
$25K ﹤0.01%
+540
5150
$25K ﹤0.01%
5,172
-828