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
5251
$18K ﹤0.01%
931
-4,829
5252
$18K ﹤0.01%
2,485
+2,393
5253
$18K ﹤0.01%
2,000
5254
$18K ﹤0.01%
4
+2
5255
$18K ﹤0.01%
2,706
+63
5256
$18K ﹤0.01%
945
+928
5257
$18K ﹤0.01%
2,847
+489
5258
$18K ﹤0.01%
1,200
+200
5259
$18K ﹤0.01%
1,000
5260
$18K ﹤0.01%
2,106
+100
5261
$18K ﹤0.01%
1
5262
$18K ﹤0.01%
695
5263
0
5264
$18K ﹤0.01%
1,925
5265
$18K ﹤0.01%
923
-6,965
5266
$18K ﹤0.01%
600
-125
5267
$18K ﹤0.01%
4,290
-16,700
5268
$18K ﹤0.01%
1,000
-302
5269
$18K ﹤0.01%
10
5270
$18K ﹤0.01%
744
+11
5271
$18K ﹤0.01%
1,125
+246
5272
$18K ﹤0.01%
1,294
-3,904
5273
$18K ﹤0.01%
5,011
-240
5274
$17K ﹤0.01%
1,353
+380
5275
$17K ﹤0.01%
57