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
2101
$4.39M ﹤0.01%
102,050
+7,033
2102
$4.39M ﹤0.01%
269,616
-73,740
2103
$4.39M ﹤0.01%
62,387
+39,347
2104
$4.38M ﹤0.01%
293,388
+44,259
2105
$4.38M ﹤0.01%
125,390
+94,290
2106
$4.38M ﹤0.01%
444,390
+202,121
2107
$4.37M ﹤0.01%
390,589
+42,366
2108
$4.37M ﹤0.01%
39,468
+2,285
2109
$4.37M ﹤0.01%
650,744
+240,824
2110
$4.36M ﹤0.01%
104,007
+10,536
2111
$4.35M ﹤0.01%
217,778
+40,639
2112
$4.35M ﹤0.01%
90,618
+3,647
2113
$4.33M ﹤0.01%
39,095
+2,207
2114
$4.32M ﹤0.01%
400,560
-38,263
2115
$4.32M ﹤0.01%
140,458
-35,147
2116
$4.31M ﹤0.01%
110,796
+12,232
2117
$4.31M ﹤0.01%
131,192
+12,499
2118
$4.31M ﹤0.01%
94,619
+29,869
2119
$4.3M ﹤0.01%
55,852
+3,014
2120
$4.29M ﹤0.01%
304,902
+35,035
2121
$4.28M ﹤0.01%
207,418
+4,040
2122
$4.26M ﹤0.01%
78,781
+2,692
2123
$4.26M ﹤0.01%
102,967
+52,314
2124
$4.25M ﹤0.01%
239,061
+110,480
2125
$4.25M ﹤0.01%
331,723
+122,056