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
5176
$24K ﹤0.01%
+1,207
5177
$24K ﹤0.01%
991
-2,517
5178
$24K ﹤0.01%
1,800
+1,245
5179
$24K ﹤0.01%
+4,000
5180
$24K ﹤0.01%
906
+810
5181
0
5182
$24K ﹤0.01%
19,103
5183
0
5184
$24K ﹤0.01%
1,124
+1,104
5185
$23K ﹤0.01%
80
5186
$23K ﹤0.01%
4,031
+3,371
5187
$23K ﹤0.01%
917
+503
5188
$23K ﹤0.01%
31,225
+12,711
5189
$23K ﹤0.01%
766
+628
5190
$23K ﹤0.01%
4,778
5191
$23K ﹤0.01%
662
+79
5192
$23K ﹤0.01%
6,426
5193
$23K ﹤0.01%
2,944
+27
5194
$23K ﹤0.01%
6
+5
5195
$23K ﹤0.01%
5,492
+3,287
5196
$23K ﹤0.01%
783
5197
$23K ﹤0.01%
1,062
+831
5198
$22K ﹤0.01%
+975
5199
$22K ﹤0.01%
3,300
+300
5200
$22K ﹤0.01%
2,033
-879