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
1251
$15.5M 0.01%
465,474
-5,692
1252
$15.4M 0.01%
1,161,943
+256,408
1253
$15.4M 0.01%
291,291
-31,874
1254
$15.4M 0.01%
517,728
+226,276
1255
$15.4M 0.01%
904,134
+33,071
1256
$15.4M 0.01%
353,318
+1,115
1257
$15.4M 0.01%
361,137
+89,961
1258
$15.3M 0.01%
305,789
+10,996
1259
$15.3M 0.01%
640,598
-23,538
1260
$15.3M 0.01%
1,109,128
+243,337
1261
$15.3M 0.01%
519,332
+143,201
1262
$15.3M 0.01%
587,335
-118,312
1263
$15.3M 0.01%
765,714
+71,707
1264
$15.2M 0.01%
1,311,609
+5,791
1265
$15.2M 0.01%
166,272
-43,177
1266
$15.1M 0.01%
360,030
-4,988
1267
$15.1M 0.01%
98,643
+4,741
1268
$15.1M 0.01%
1,773,672
-810,668
1269
$15.1M 0.01%
711,848
+28,812
1270
$15.1M 0.01%
260,672
+9,151
1271
$15.1M 0.01%
313,758
+59,495
1272
$15.1M 0.01%
767,672
+5,731
1273
$15.1M 0.01%
262,532
-480,148
1274
$15.1M 0.01%
355,982
-171,329
1275
$15M 0.01%
232,755
+35,351