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
6151
-358,907
6152
-20,182,462
6153
-11,097
6154
-42,942
6155
$0 ﹤0.01%
142
6156
-1,310
6157
$0 ﹤0.01%
+13
6158
-67,520
6159
$0 ﹤0.01%
16
+3
6160
-4,300
6161
$0 ﹤0.01%
100
6162
-300
6163
-430
6164
-35
6165
-33,500
6166
-25,400
6167
$0 ﹤0.01%
2
6168
-900
6169
$0 ﹤0.01%
+347
6170
-43
6171
-17
6172
-57
6173
-76
6174
-1,300
6175
$0 ﹤0.01%
+6