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
2051
$4.67M ﹤0.01%
342,981
-19,375
2052
$4.66M ﹤0.01%
41,078
+804
2053
$4.65M ﹤0.01%
132,747
+20,468
2054
$4.64M ﹤0.01%
366,163
+347,080
2055
$4.64M ﹤0.01%
150,452
+24,228
2056
$4.62M ﹤0.01%
380,655
-34,960
2057
$4.61M ﹤0.01%
38,098
-421
2058
$4.61M ﹤0.01%
192,452
+19,959
2059
$4.61M ﹤0.01%
65,092
+30,269
2060
$4.59M ﹤0.01%
135,582
+68,412
2061
$4.59M ﹤0.01%
382,269
-49,785
2062
$4.59M ﹤0.01%
210,924
-168,966
2063
$4.59M ﹤0.01%
379,163
+16,703
2064
$4.59M ﹤0.01%
425,527
+153,640
2065
$4.59M ﹤0.01%
202,493
+75,059
2066
$4.59M ﹤0.01%
293,676
+81,745
2067
$4.58M ﹤0.01%
229,330
+24,258
2068
$4.57M ﹤0.01%
181,485
+24,189
2069
$4.57M ﹤0.01%
263,784
+35,154
2070
$4.56M ﹤0.01%
254,142
+42,974
2071
$4.56M ﹤0.01%
40,790
+14,294
2072
$4.55M ﹤0.01%
870,024
2073
$4.55M ﹤0.01%
180,464
-123,762
2074
$4.53M ﹤0.01%
400,502
+63,778
2075
$4.52M ﹤0.01%
197,209
+23,497