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
5976
$1K ﹤0.01%
258
+221
5977
$1K ﹤0.01%
+141
5978
$1K ﹤0.01%
507
+468
5979
$1K ﹤0.01%
135
-66
5980
$1K ﹤0.01%
63
+38
5981
$1K ﹤0.01%
42
5982
$1K ﹤0.01%
159
-591
5983
$1K ﹤0.01%
+2,000
5984
$1K ﹤0.01%
3,460
-3,200
5985
$1K ﹤0.01%
143
5986
$1K ﹤0.01%
13
5987
$1K ﹤0.01%
100
5988
$1K ﹤0.01%
1,000
5989
$1K ﹤0.01%
6,300
+1,300
5990
$1K ﹤0.01%
+5,000
5991
$1K ﹤0.01%
+26
5992
$1K ﹤0.01%
25
+12
5993
$1K ﹤0.01%
20
5994
$1K ﹤0.01%
600
5995
$1K ﹤0.01%
75
5996
$1K ﹤0.01%
29
+27
5997
$1K ﹤0.01%
1,038
5998
$1K ﹤0.01%
4
+1
5999
$1K ﹤0.01%
87
-1
6000
$1K ﹤0.01%
237
-90