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
1351
$12.7M 0.01%
330,168
+11,545
1352
$12.7M 0.01%
1,319,243
+151,200
1353
$12.7M ﹤0.01%
119,882
+10,354
1354
$12.7M ﹤0.01%
399,378
+386,893
1355
$12.7M ﹤0.01%
268,341
+8,500
1356
$12.7M ﹤0.01%
232,232
+6,018
1357
$12.6M ﹤0.01%
892,576
+92,415
1358
$12.6M ﹤0.01%
488,726
+209,675
1359
$12.6M ﹤0.01%
321,837
+17,506
1360
$12.6M ﹤0.01%
442,091
-96,121
1361
$12.5M ﹤0.01%
429,184
+37,500
1362
$12.5M ﹤0.01%
427,022
-724
1363
$12.5M ﹤0.01%
356,987
+16,036
1364
$12.5M ﹤0.01%
136,198
+41,730
1365
$12.5M ﹤0.01%
270,875
-18,278
1366
$12.5M ﹤0.01%
277,509
-57,384
1367
$12.4M ﹤0.01%
515,511
+247,513
1368
$12.4M ﹤0.01%
421,134
+13,049
1369
$12.4M ﹤0.01%
200,049
+65,666
1370
$12.3M ﹤0.01%
1,972,208
-118,683
1371
$12.3M ﹤0.01%
290,663
+50,229
1372
$12.3M ﹤0.01%
217,055
-145,800
1373
$12.3M ﹤0.01%
152,915
-64,991
1374
$12.3M ﹤0.01%
596,509
+304,187
1375
$12.3M ﹤0.01%
581,990
+84,618