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
6026
-26
6027
-930,554
6028
-58
6029
-6,000
6030
-1,454,542
6031
-129,353
6032
-1,292,253
6033
-6,747
6034
-65,263
6035
-2,277
6036
$0 ﹤0.01%
+13
6037
-67,520
6038
$0 ﹤0.01%
16
+3
6039
-4,300
6040
$0 ﹤0.01%
100
6041
-300
6042
-430
6043
-35
6044
-33,500
6045
-25,400
6046
$0 ﹤0.01%
2
6047
-900
6048
-76
6049
-1,300
6050
$0 ﹤0.01%
+6