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
5151
$25K ﹤0.01%
1,172
-867
5152
$25K ﹤0.01%
1,190
+853
5153
$25K ﹤0.01%
1,729
-1,084
5154
$25K ﹤0.01%
11,013
-181,915
5155
$25K ﹤0.01%
3,687
+567
5156
$25K ﹤0.01%
1,944
+118
5157
$25K ﹤0.01%
470
+60
5158
$25K ﹤0.01%
2,000
5159
$25K ﹤0.01%
6,295
-3,850
5160
$25K ﹤0.01%
+650
5161
$25K ﹤0.01%
+800
5162
$25K ﹤0.01%
+8,870
5163
$25K ﹤0.01%
+540
5164
$25K ﹤0.01%
5,172
-828
5165
$24K ﹤0.01%
297
-213
5166
$24K ﹤0.01%
4,298
-1,500
5167
$24K ﹤0.01%
1,321
-2,087
5168
$24K ﹤0.01%
988
-22
5169
$24K ﹤0.01%
+1,207
5170
$24K ﹤0.01%
991
-2,517
5171
$24K ﹤0.01%
1,800
+1,245
5172
$24K ﹤0.01%
+4,000
5173
$24K ﹤0.01%
906
+810
5174
0
5175
$24K ﹤0.01%
19,103