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 8.5%
4 Financials 7.63%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$48.9M 0.02%
781,810
+126,350
677
$48.7M 0.02%
351,183
+18,426
678
$48.7M 0.02%
278,376
-14,000
679
$48.4M 0.02%
1,488,321
+784,934
680
$48.3M 0.02%
647,769
-16,713
681
$48.2M 0.02%
843,178
+222,714
682
$48.1M 0.02%
685,187
-198,500
683
$48M 0.02%
1,244,477
+120,531
684
$47.9M 0.02%
508,583
+409,629
685
$47.9M 0.02%
804,318
+98,182
686
$47.9M 0.02%
3,298,828
-825,049
687
$47.7M 0.02%
678,969
+62,311
688
$47.5M 0.02%
2,980,872
+15,162
689
$47.5M 0.02%
2,062,052
-95,597
690
$47.5M 0.02%
1,658,902
-131,607
691
$47.5M 0.02%
1,208,304
-25,009
692
$47.2M 0.02%
384,440
+56,067
693
$47.2M 0.02%
2,146,929
+1,039,967
694
$47.1M 0.02%
820,740
-14,251
695
$47M 0.02%
404,305
+24,834
696
$46.8M 0.02%
1,428,268
-462,144
697
$46.7M 0.02%
1,451,362
+32,940
698
$46.7M 0.02%
2,584,000
+538,212
699
$46.6M 0.02%
3,551,123
-79,808
700
$46.5M 0.02%
1,404,313
+151,558