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
5126
$27K ﹤0.01%
96
+4
5127
$26K ﹤0.01%
8,425
+125
5128
$26K ﹤0.01%
+2,987
5129
$26K ﹤0.01%
612
+592
5130
$26K ﹤0.01%
2,362
+2,261
5131
$26K ﹤0.01%
1,283
+1,135
5132
$26K ﹤0.01%
1,000
5133
$26K ﹤0.01%
3,516
+3,468
5134
$26K ﹤0.01%
1,224
+126
5135
$26K ﹤0.01%
+660
5136
$26K ﹤0.01%
2,119
5137
$26K ﹤0.01%
3,442
+3,425
5138
$26K ﹤0.01%
6,964
5139
$26K ﹤0.01%
24,336
-8,243
5140
$26K ﹤0.01%
+1,400
5141
$25K ﹤0.01%
+127
5142
$25K ﹤0.01%
12,958
5143
$25K ﹤0.01%
9,040
+2,245
5144
$25K ﹤0.01%
891
-1,273
5145
$25K ﹤0.01%
3,020
5146
$25K ﹤0.01%
2,834
5147
$25K ﹤0.01%
+1,030
5148
$25K ﹤0.01%
+172
5149
$25K ﹤0.01%
2,660
+419
5150
$25K ﹤0.01%
1,791
+396