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
5301
$16K ﹤0.01%
496
+248
5302
$16K ﹤0.01%
710
-21,489
5303
$16K ﹤0.01%
1,210
-3,204
5304
$16K ﹤0.01%
1,000
5305
$16K ﹤0.01%
709
-24
5306
$16K ﹤0.01%
1,354
+344
5307
$16K ﹤0.01%
1,200
5308
$16K ﹤0.01%
+4,585
5309
$16K ﹤0.01%
1,500
-3,000
5310
$16K ﹤0.01%
570
+330
5311
$16K ﹤0.01%
+679
5312
$16K ﹤0.01%
692
-6,830
5313
$16K ﹤0.01%
2,032
5314
$16K ﹤0.01%
20
5315
$16K ﹤0.01%
1,500
5316
$16K ﹤0.01%
734
-621
5317
$16K ﹤0.01%
28
5318
$16K ﹤0.01%
8
-1
5319
$16K ﹤0.01%
2,622
+2,393
5320
$15K ﹤0.01%
70
5321
$15K ﹤0.01%
687
+657
5322
$15K ﹤0.01%
441
-272
5323
$15K ﹤0.01%
253
+241
5324
0
5325
$15K ﹤0.01%
7
+5