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
5526
$8K ﹤0.01%
+123
5527
$8K ﹤0.01%
2,500
-833
5528
$8K ﹤0.01%
775
-22,499
5529
$8K ﹤0.01%
1,609
+474
5530
$8K ﹤0.01%
415
+150
5531
$8K ﹤0.01%
507
5532
$8K ﹤0.01%
4,000
5533
$8K ﹤0.01%
436
+432
5534
$8K ﹤0.01%
7,298
+137
5535
$8K ﹤0.01%
116
5536
$8K ﹤0.01%
500
5537
$8K ﹤0.01%
+352
5538
$8K ﹤0.01%
1,514
+1,433
5539
$8K ﹤0.01%
+200
5540
$8K ﹤0.01%
+317
5541
$8K ﹤0.01%
457
+408
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