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
1901
$5.81M ﹤0.01%
249,755
+48,511
1902
$5.8M ﹤0.01%
224,224
-77,735
1903
$5.79M ﹤0.01%
58,553
+10
1904
$5.78M ﹤0.01%
88,224
-3,486
1905
$5.78M ﹤0.01%
4,917
+1,697
1906
$5.77M ﹤0.01%
537,381
+6,519
1907
$5.76M ﹤0.01%
312,476
-8,733
1908
$5.76M ﹤0.01%
60,414
-8,772
1909
$5.75M ﹤0.01%
612,661
+59,109
1910
$5.73M ﹤0.01%
212,319
-167,691
1911
$5.72M ﹤0.01%
128,305
+65,432
1912
$5.71M ﹤0.01%
184,507
+48,142
1913
$5.7M ﹤0.01%
702,498
+213,749
1914
$5.69M ﹤0.01%
371,937
-24,061
1915
$5.69M ﹤0.01%
248,940
+226,803
1916
$5.69M ﹤0.01%
219,442
-4,295
1917
$5.68M ﹤0.01%
149,194
-20,309
1918
$5.67M ﹤0.01%
195,123
-7,907
1919
$5.67M ﹤0.01%
433,180
+11,069
1920
$5.65M ﹤0.01%
207,878
+20,984
1921
$5.65M ﹤0.01%
278,329
+10,034
1922
$5.64M ﹤0.01%
107,030
-3,289
1923
$5.64M ﹤0.01%
228,848
+3,836
1924
$5.64M ﹤0.01%
287,090
-1,650
1925
$5.62M ﹤0.01%
131,617
-2,061