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
1051
$22M 0.01%
219,925
+21,348
1052
$21.9M 0.01%
590,089
-181,402
1053
$21.7M 0.01%
735,872
+229,825
1054
$21.6M 0.01%
383,058
+8,261
1055
$21.6M 0.01%
820,572
-33,416
1056
$21.6M 0.01%
409,680
-62,378
1057
$21.5M 0.01%
296,343
+2,239
1058
$21.5M 0.01%
898,454
-3,717
1059
$21.4M 0.01%
527,736
-38,221
1060
$21.4M 0.01%
1,178,932
+47,984
1061
$21.4M 0.01%
371,405
+329,163
1062
$21.4M 0.01%
654,102
+58,475
1063
$21.4M 0.01%
308,616
-236,961
1064
$21.3M 0.01%
984,486
+232,385
1065
$21.3M 0.01%
1,024,167
-69,942
1066
$21.3M 0.01%
405,738
-39,496
1067
$21.3M 0.01%
288,045
+46,388
1068
$21.2M 0.01%
3,765,963
+388,103
1069
$21.1M 0.01%
312,327
+28,937
1070
$21.1M 0.01%
867,584
+430,950
1071
$21.1M 0.01%
432,923
+80,559
1072
$21M 0.01%
349,092
-109,619
1073
$21M 0.01%
451,735
+80,653
1074
$21M 0.01%
745,324
-3,976
1075
$21M 0.01%
491,563
+65,084