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
2076
$4.52M ﹤0.01%
87,731
+44,273
2077
$4.51M ﹤0.01%
605,967
+2,086
2078
$4.51M ﹤0.01%
49,710
+2,475
2079
$4.51M ﹤0.01%
173,881
-10,833
2080
$4.51M ﹤0.01%
87,216
+23,530
2081
$4.51M ﹤0.01%
337,548
-202
2082
$4.5M ﹤0.01%
116,222
+48,878
2083
$4.5M ﹤0.01%
41,209
+13,248
2084
$4.5M ﹤0.01%
108,123
+14,001
2085
$4.5M ﹤0.01%
101,048
-1,708
2086
$4.49M ﹤0.01%
179,552
+1,264
2087
$4.48M ﹤0.01%
167,440
+3,838
2088
$4.48M ﹤0.01%
417,035
+42,973
2089
$4.47M ﹤0.01%
192,798
-18,016
2090
$4.46M ﹤0.01%
79,659
+52,888
2091
$4.46M ﹤0.01%
67,887
+40,393
2092
$4.46M ﹤0.01%
138,355
+37,213
2093
$4.45M ﹤0.01%
177,373
+32,392
2094
$4.44M ﹤0.01%
109,279
+30,565
2095
$4.44M ﹤0.01%
46,387
+17,675
2096
$4.43M ﹤0.01%
83,975
+46,360
2097
$4.43M ﹤0.01%
63,842
+35,292
2098
$4.42M ﹤0.01%
58,413
+30,652
2099
$4.41M ﹤0.01%
64,241
+38,540
2100
$4.39M ﹤0.01%
129,612
+23,482