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
5501
$8K ﹤0.01%
18
5502
$8K ﹤0.01%
907
+223
5503
$8K ﹤0.01%
3,017
+1,555
5504
$8K ﹤0.01%
584
+350
5505
$8K ﹤0.01%
1
5506
$8K ﹤0.01%
600
+380
5507
$8K ﹤0.01%
1,561
+1,341
5508
$8K ﹤0.01%
389
-1,989
5509
$8K ﹤0.01%
550
+472
5510
$8K ﹤0.01%
900
5511
$8K ﹤0.01%
100
-1,005
5512
$8K ﹤0.01%
226
+143
5513
$8K ﹤0.01%
733
+607
5514
$8K ﹤0.01%
725
+655
5515
$8K ﹤0.01%
308
+274
5516
$8K ﹤0.01%
+1,000
5517
$8K ﹤0.01%
395
+7
5518
$8K ﹤0.01%
43
+16
5519
$8K ﹤0.01%
573
+514
5520
$8K ﹤0.01%
1,000
5521
$8K ﹤0.01%
145
5522
$8K ﹤0.01%
744
+450
5523
$8K ﹤0.01%
9,050
-10,000
5524
$8K ﹤0.01%
+322
5525
$8K ﹤0.01%
2,448
+2,087