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
1601
$8.95M ﹤0.01%
147,946
+14,474
1602
$8.95M ﹤0.01%
289,174
-29,314
1603
$8.93M ﹤0.01%
215,683
+21,837
1604
$8.92M ﹤0.01%
132,905
-844
1605
$8.91M ﹤0.01%
151,013
-36,194
1606
$8.89M ﹤0.01%
427,150
+57,205
1607
$8.82M ﹤0.01%
40,669
-408
1608
$8.79M ﹤0.01%
242,904
-32,215
1609
$8.79M ﹤0.01%
154,186
-14,565
1610
$8.77M ﹤0.01%
636,305
+55,617
1611
$8.77M ﹤0.01%
189,737
+37,744
1612
$8.76M ﹤0.01%
33,627
-1,754
1613
$8.74M ﹤0.01%
185,495
+20,346
1614
$8.73M ﹤0.01%
567,212
-52,802
1615
$8.73M ﹤0.01%
114,323
+5,864
1616
$8.72M ﹤0.01%
114,570
+27,855
1617
$8.71M ﹤0.01%
646,549
+4,162
1618
$8.7M ﹤0.01%
350,178
+16,842
1619
$8.7M ﹤0.01%
527,864
+42,992
1620
$8.69M ﹤0.01%
189,325
+175,077
1621
$8.69M ﹤0.01%
390,071
+70,281
1622
$8.69M ﹤0.01%
85,605
+84,888
1623
$8.69M ﹤0.01%
218,552
-94,293
1624
$8.68M ﹤0.01%
379,535
+254,103
1625
$8.63M ﹤0.01%
591,514
-22,744