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
5251
$18K ﹤0.01%
923
-6,965
5252
$18K ﹤0.01%
600
-125
5253
$18K ﹤0.01%
4,290
-16,700
5254
$18K ﹤0.01%
1,000
-302
5255
$18K ﹤0.01%
10
5256
$18K ﹤0.01%
744
+11
5257
$18K ﹤0.01%
1,125
+246
5258
$18K ﹤0.01%
1,294
-3,904
5259
$18K ﹤0.01%
403
-108
5260
$18K ﹤0.01%
1,642
5261
$18K ﹤0.01%
931
-4,829
5262
$18K ﹤0.01%
2,485
+2,393
5263
$18K ﹤0.01%
2,000
5264
$18K ﹤0.01%
4
+2
5265
$18K ﹤0.01%
2,706
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5266
$18K ﹤0.01%
945
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5267
$18K ﹤0.01%
2,847
+489
5268
$18K ﹤0.01%
1,200
+200
5269
$18K ﹤0.01%
1,000
5270
$18K ﹤0.01%
2,106
+100
5271
$18K ﹤0.01%
1
5272
$18K ﹤0.01%
695
5273
$18K ﹤0.01%
5,011
-240
5274
$17K ﹤0.01%
1,353
+380
5275
$17K ﹤0.01%
57