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
6001
$1K ﹤0.01%
159
-591
6002
$1K ﹤0.01%
143
6003
$1K ﹤0.01%
13
6004
$1K ﹤0.01%
100
6005
$1K ﹤0.01%
1,000
6006
$1K ﹤0.01%
6,300
+1,300
6007
$1K ﹤0.01%
+5,000
6008
$1K ﹤0.01%
+26
6009
$1K ﹤0.01%
25
+12
6010
$1K ﹤0.01%
20
6011
$1K ﹤0.01%
600
6012
$1K ﹤0.01%
75
6013
$1K ﹤0.01%
29
+27
6014
$1K ﹤0.01%
1,038
6015
$1K ﹤0.01%
4
+1
6016
$1K ﹤0.01%
87
-1
6017
$1K ﹤0.01%
237
-90
6018
$1K ﹤0.01%
80
+50
6019
$1K ﹤0.01%
165
+144
6020
-1,230
6021
-12,134
6022
-329,568
6023
-67
6024
-7,807
6025
-538,858