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
5201
$22K ﹤0.01%
1,085
+876
5202
$22K ﹤0.01%
1,130
+1,082
5203
$22K ﹤0.01%
35
+6
5204
$22K ﹤0.01%
767
+42
5205
$22K ﹤0.01%
1,900
5206
$22K ﹤0.01%
859
+823
5207
$22K ﹤0.01%
5,828
+5,434
5208
$22K ﹤0.01%
32,888
+30,116
5209
$22K ﹤0.01%
2,394
+323
5210
$22K ﹤0.01%
1,882
+1,556
5211
$22K ﹤0.01%
2,154
+78
5212
$21K ﹤0.01%
1,149
-1,430
5213
$21K ﹤0.01%
316
-31
5214
$21K ﹤0.01%
+1,189
5215
$21K ﹤0.01%
4,002
+3,877
5216
$21K ﹤0.01%
650
+150
5217
$21K ﹤0.01%
939
+659
5218
$21K ﹤0.01%
1,447
5219
$21K ﹤0.01%
155
+95
5220
$20K ﹤0.01%
1,261
-1,184
5221
$20K ﹤0.01%
3,240
-29,466
5222
$20K ﹤0.01%
300
5223
$20K ﹤0.01%
1,283
+1,072
5224
$20K ﹤0.01%
984
+32
5225
$20K ﹤0.01%
1,889
+71