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
5326
$15K ﹤0.01%
11,300
+1,000
5327
$15K ﹤0.01%
108
+103
5328
$15K ﹤0.01%
1,043
+686
5329
$15K ﹤0.01%
1,645
5330
$15K ﹤0.01%
2,582
+60
5331
$15K ﹤0.01%
11,700
5332
$15K ﹤0.01%
2,022
-33
5333
$15K ﹤0.01%
600
5334
$15K ﹤0.01%
1,000
5335
$15K ﹤0.01%
5,530
+4,407
5336
$15K ﹤0.01%
1,000
-1,109
5337
$15K ﹤0.01%
2,405
5338
$15K ﹤0.01%
2,250
5339
$15K ﹤0.01%
1,156
5340
$15K ﹤0.01%
1,180
-3,348
5341
$15K ﹤0.01%
307
-312
5342
$15K ﹤0.01%
400
-900
5343
$15K ﹤0.01%
1,273
+1,266
5344
$15K ﹤0.01%
316
+58
5345
$15K ﹤0.01%
584
-29,602
5346
$15K ﹤0.01%
2,200
5347
$15K ﹤0.01%
4,244
-99,075
5348
$15K ﹤0.01%
1,275
5349
$14K ﹤0.01%
565
+521
5350
$14K ﹤0.01%
872
-4,688