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
5451
$10K ﹤0.01%
1,424
+424
5452
$10K ﹤0.01%
+405
5453
$10K ﹤0.01%
469
+269
5454
$10K ﹤0.01%
15
+14
5455
$10K ﹤0.01%
677
5456
$10K ﹤0.01%
781
-2,000
5457
$10K ﹤0.01%
452
+437
5458
$10K ﹤0.01%
+272
5459
$10K ﹤0.01%
68
-276
5460
$10K ﹤0.01%
737
-6,988
5461
$10K ﹤0.01%
504
+4
5462
$10K ﹤0.01%
576
-545
5463
$10K ﹤0.01%
241
-3,283
5464
$10K ﹤0.01%
4,500
5465
$10K ﹤0.01%
973
-261,148
5466
$10K ﹤0.01%
2,206
+148
5467
$10K ﹤0.01%
808
5468
$10K ﹤0.01%
940
-10,000
5469
$9K ﹤0.01%
295
+264
5470
$9K ﹤0.01%
1,312
+1,112
5471
$9K ﹤0.01%
603
+585
5472
$9K ﹤0.01%
+176
5473
$9K ﹤0.01%
2,000
+1,970
5474
$9K ﹤0.01%
400
5475
$9K ﹤0.01%
3,936
+3,797