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
1851
$6.2M ﹤0.01%
85,623
+18,882
1852
$6.18M ﹤0.01%
77,771
-63,783
1853
$6.18M ﹤0.01%
484,880
+1,800
1854
$6.17M ﹤0.01%
187,212
+7,274
1855
$6.14M ﹤0.01%
242,111
+29,938
1856
$6.14M ﹤0.01%
406,617
+63,478
1857
$6.13M ﹤0.01%
152,443
+48,760
1858
$6.12M ﹤0.01%
293,706
-810
1859
$6.12M ﹤0.01%
443,568
+5,505
1860
$6.1M ﹤0.01%
276,449
+32,998
1861
$6.1M ﹤0.01%
211,927
-18,331
1862
$6.09M ﹤0.01%
185,966
+111,234
1863
$6.09M ﹤0.01%
144,134
-81,858
1864
$6.09M ﹤0.01%
204,588
+23,477
1865
$6.08M ﹤0.01%
60,280
-21,487
1866
$6.05M ﹤0.01%
324,259
+42,735
1867
$6.04M ﹤0.01%
196,892
+136,264
1868
$6.04M ﹤0.01%
216,907
-46,233
1869
$6.03M ﹤0.01%
283,708
+14,822
1870
$6.02M ﹤0.01%
12,850
+618
1871
$6.02M ﹤0.01%
3,346
+2,319
1872
$6.02M ﹤0.01%
87,807
+6,063
1873
$6M ﹤0.01%
324,369
-7,267
1874
$5.98M ﹤0.01%
139,153
-7,517
1875
$5.98M ﹤0.01%
28,406
-4,419