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
5751
$4K ﹤0.01%
513
-4
5752
$4K ﹤0.01%
1,100
-8,900
5753
$4K ﹤0.01%
17,764
+15,583
5754
$4K ﹤0.01%
807
+668
5755
$4K ﹤0.01%
160
5756
$4K ﹤0.01%
+705
5757
$4K ﹤0.01%
146
5758
$4K ﹤0.01%
35
5759
$4K ﹤0.01%
1,000
-3,926
5760
$3K ﹤0.01%
+242
5761
$3K ﹤0.01%
150
-356
5762
0
5763
$3K ﹤0.01%
167
5764
$3K ﹤0.01%
+74
5765
0
5766
$3K ﹤0.01%
520
+446
5767
$3K ﹤0.01%
1,005
+5
5768
$3K ﹤0.01%
79
5769
$3K ﹤0.01%
169
+129
5770
$3K ﹤0.01%
319
+264
5771
$3K ﹤0.01%
1
-999
5772
$3K ﹤0.01%
+1,544
5773
$3K ﹤0.01%
167
5774
$3K ﹤0.01%
1,600
5775
$3K ﹤0.01%
146