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
5451
$10K ﹤0.01%
18
-64
5452
$10K ﹤0.01%
1,100
+778
5453
$10K ﹤0.01%
638
+591
5454
$10K ﹤0.01%
615
-3,325
5455
$10K ﹤0.01%
376
+338
5456
$10K ﹤0.01%
275
-186
5457
$10K ﹤0.01%
508
5458
$10K ﹤0.01%
703
-1,993
5459
$10K ﹤0.01%
709
-1,218
5460
$10K ﹤0.01%
149
5461
$10K ﹤0.01%
111
-15
5462
$10K ﹤0.01%
263
+188
5463
$10K ﹤0.01%
452
+437
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