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
851
$32.8M 0.01%
909,421
+221,420
852
$32.7M 0.01%
981,047
-97,271
853
$32.6M 0.01%
1,157,834
+238,822
854
$32.6M 0.01%
8,430,372
+1,136,212
855
$32.6M 0.01%
220,970
+3,186
856
$32.6M 0.01%
4,515,660
+3,336,537
857
$32.6M 0.01%
898,318
+125,536
858
$32.4M 0.01%
530,195
-10,361
859
$32.3M 0.01%
302,000
-106,744
860
$32.2M 0.01%
869,890
+134,412
861
$32.2M 0.01%
444,968
+30,226
862
$32.1M 0.01%
329,220
+43,730
863
$32M 0.01%
1,635,532
+1,045,475
864
$31.9M 0.01%
291,602
+82,259
865
$31.9M 0.01%
834,452
-136,437
866
$31.9M 0.01%
3,805,962
+300,474
867
$31.8M 0.01%
1,130,763
+378,073
868
$31.8M 0.01%
478,093
+81,626
869
$31.7M 0.01%
1,151,355
+68,702
870
$31.7M 0.01%
1,855,198
-1,448,752
871
$31.7M 0.01%
1,365,785
+351,888
872
$31.5M 0.01%
687,697
-19,051
873
$31.3M 0.01%
587,256
-98,911
874
$31.3M 0.01%
689,412
+40,595
875
$31.3M 0.01%
213,482
+41,893