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
826
$34.9M 0.01%
1,039,474
+15,813
827
$34.8M 0.01%
341,188
+23,327
828
$34.7M 0.01%
1,745,170
-61,320
829
$34.6M 0.01%
700,361
+2,449
830
$34.6M 0.01%
978,354
-251,476
831
$34.5M 0.01%
528,559
+138,420
832
$34.5M 0.01%
800,999
-33,529
833
$34.4M 0.01%
642,446
+66,876
834
$34.4M 0.01%
545,942
+146,768
835
$34.1M 0.01%
558,263
+125,726
836
$34.1M 0.01%
219,917
-6,077
837
$34M 0.01%
1,630,532
-65,056
838
$34M 0.01%
726,348
+264,791
839
$33.7M 0.01%
1,060,607
-149,802
840
$33.5M 0.01%
1,288,230
-54,010
841
$33.5M 0.01%
437,598
-3,193
842
$33.4M 0.01%
818,991
+121,033
843
$33.3M 0.01%
613,318
+26,410
844
$33.3M 0.01%
1,929,192
+42,648
845
$33.3M 0.01%
738,944
+43,294
846
$33.2M 0.01%
610,647
+146,232
847
$33M 0.01%
421,844
+36,116
848
$33M 0.01%
449,103
-64,312
849
$32.8M 0.01%
511,541
+208,766
850
$32.8M 0.01%
1,891,309
-81,707