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
1926
$5.62M ﹤0.01%
218,739
+1,741
1927
$5.62M ﹤0.01%
61,545
+2,424
1928
$5.61M ﹤0.01%
111,418
-1,364
1929
$5.6M ﹤0.01%
105,292
+49,122
1930
$5.6M ﹤0.01%
164,620
+83,427
1931
$5.58M ﹤0.01%
150,006
+103,766
1932
$5.57M ﹤0.01%
205,527
+5,609
1933
$5.56M ﹤0.01%
610,078
+31,262
1934
$5.56M ﹤0.01%
278,964
+28,032
1935
$5.55M ﹤0.01%
199,366
-25,924
1936
$5.54M ﹤0.01%
153,440
-1,681
1937
$5.53M ﹤0.01%
83,081
-187,504
1938
$5.52M ﹤0.01%
1,210,429
+169,879
1939
$5.51M ﹤0.01%
103,822
+456
1940
$5.49M ﹤0.01%
142,592
+44,461
1941
$5.47M ﹤0.01%
96,668
+58,664
1942
$5.45M ﹤0.01%
222,164
+9,292
1943
$5.44M ﹤0.01%
1,256,049
+86,397
1944
$5.43M ﹤0.01%
312,970
+107,154
1945
$5.42M ﹤0.01%
+108,067
1946
$5.42M ﹤0.01%
553,045
+398,095
1947
$5.42M ﹤0.01%
67,894
+19,168
1948
$5.41M ﹤0.01%
13,149
+3,927
1949
$5.41M ﹤0.01%
118,593
+26,540
1950
$5.39M ﹤0.01%
172,303
+171,082