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
5226
$20K ﹤0.01%
10,000
5227
$20K ﹤0.01%
3,113
-90
5228
$20K ﹤0.01%
18
+9
5229
$20K ﹤0.01%
1,567
+567
5230
$20K ﹤0.01%
1,352
+111
5231
$20K ﹤0.01%
1,054
-63,866
5232
$20K ﹤0.01%
440
+400
5233
$20K ﹤0.01%
3,000
-194
5234
$19K ﹤0.01%
1,000
5235
$19K ﹤0.01%
2,398
+1,013
5236
$19K ﹤0.01%
500
5237
$19K ﹤0.01%
221
+104
5238
$19K ﹤0.01%
1,559
+1,469
5239
$19K ﹤0.01%
1,170
+1,111
5240
$19K ﹤0.01%
1,312
+82
5241
$19K ﹤0.01%
1,737
+1,696
5242
$19K ﹤0.01%
1,257
+695
5243
$19K ﹤0.01%
2,500
5244
$19K ﹤0.01%
+495
5245
$19K ﹤0.01%
3,520
-1,000
5246
$19K ﹤0.01%
+164
5247
$19K ﹤0.01%
410
+2
5248
$19K ﹤0.01%
1,468
+350
5249
$18K ﹤0.01%
403
-108
5250
$18K ﹤0.01%
1,642