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
5526
$8K ﹤0.01%
744
+450
5527
$8K ﹤0.01%
9,050
-10,000
5528
$8K ﹤0.01%
+322
5529
$8K ﹤0.01%
2,448
+2,087
5530
$8K ﹤0.01%
+123
5531
$8K ﹤0.01%
2,500
-833
5532
$8K ﹤0.01%
775
-22,499
5533
$8K ﹤0.01%
1,609
+474
5534
$8K ﹤0.01%
415
+150
5535
$8K ﹤0.01%
507
5536
$8K ﹤0.01%
4,000
5537
$8K ﹤0.01%
436
+432
5538
$8K ﹤0.01%
7,298
+137
5539
$8K ﹤0.01%
116
5540
$8K ﹤0.01%
500
5541
$8K ﹤0.01%
+352
5542
$7K ﹤0.01%
392
+338
5543
$7K ﹤0.01%
472
+443
5544
$7K ﹤0.01%
923
+177
5545
$7K ﹤0.01%
+259
5546
$7K ﹤0.01%
1,315
+1,063
5547
$7K ﹤0.01%
+164
5548
$7K ﹤0.01%
140
-1,274
5549
$7K ﹤0.01%
500
5550
$7K ﹤0.01%
100