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
6051
-1,359
6052
-71
6053
$0 ﹤0.01%
+1
6054
$0 ﹤0.01%
+100
6055
-113
6056
$0 ﹤0.01%
83
6057
$0 ﹤0.01%
938
-133,948
6058
-2,360
6059
-9,434
6060
-50,000
6061
$0 ﹤0.01%
+1
6062
$0 ﹤0.01%
200
-5,338
6063
-5
6064
-200
6065
-144,074
6066
$0 ﹤0.01%
3
-27
6067
-15
6068
-7,611
6069
-3,432
6070
-18
6071
-44,279
6072
-13,095
6073
-1,040
6074
-50
6075
-358,907