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
1301
$14.3M 0.01%
174,796
+134,364
1302
$14.3M 0.01%
505,377
+86,241
1303
$14.2M 0.01%
153,457
+27,841
1304
$14.2M 0.01%
516,764
+49,979
1305
$14.2M 0.01%
762,937
+240,778
1306
$14.1M 0.01%
382,125
-204,733
1307
$14.1M 0.01%
62,559
+1,776
1308
$14M 0.01%
350,412
+53,618
1309
$14M 0.01%
168,705
+1,719
1310
$14M 0.01%
394,126
+11,414
1311
$13.9M 0.01%
159,709
-2,935
1312
$13.9M 0.01%
213,433
-942
1313
$13.9M 0.01%
459,455
+74,482
1314
$13.8M 0.01%
321,875
+34,282
1315
$13.8M 0.01%
360,306
+322,726
1316
$13.8M 0.01%
441,458
+55,119
1317
$13.8M 0.01%
805,132
-23,348
1318
$13.8M 0.01%
134,031
+121,885
1319
$13.7M 0.01%
489,231
+100,862
1320
$13.7M 0.01%
6,287
+2,780
1321
$13.6M 0.01%
248,460
-20,546
1322
$13.6M 0.01%
235,569
-47,821
1323
$13.6M 0.01%
210,523
+31,040
1324
$13.5M 0.01%
959,437
+181,467
1325
$13.5M 0.01%
175,670
+23,450