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
5401
$12K ﹤0.01%
+1,115
5402
$12K ﹤0.01%
796
+157
5403
$12K ﹤0.01%
1,867
-956
5404
$12K ﹤0.01%
600
5405
$12K ﹤0.01%
709
5406
$12K ﹤0.01%
+480
5407
$12K ﹤0.01%
1,000
5408
$11K ﹤0.01%
1,091
+318
5409
$11K ﹤0.01%
1,501
+1,359
5410
$11K ﹤0.01%
114
5411
$11K ﹤0.01%
21
+1
5412
$11K ﹤0.01%
500
5413
$11K ﹤0.01%
383
+356
5414
$11K ﹤0.01%
103
5415
$11K ﹤0.01%
+2,006
5416
$11K ﹤0.01%
600
+584
5417
$11K ﹤0.01%
600
5418
$11K ﹤0.01%
758
+681
5419
$11K ﹤0.01%
467
+435
5420
$11K ﹤0.01%
2,134
-482
5421
$11K ﹤0.01%
+1,049
5422
$11K ﹤0.01%
2,578
+1,146
5423
$11K ﹤0.01%
13
+6
5424
$11K ﹤0.01%
503
+3
5425
$11K ﹤0.01%
2,960
-50