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
2151
$4.07M ﹤0.01%
160,466
+147,944
2152
$4.06M ﹤0.01%
16,149
-882
2153
$4.06M ﹤0.01%
57,496
+33,076
2154
$4.06M ﹤0.01%
349,068
-23,089
2155
$4.05M ﹤0.01%
186,438
+155,850
2156
$4.05M ﹤0.01%
168,474
+73,402
2157
$4.04M ﹤0.01%
32,739
-6,595
2158
$4.03M ﹤0.01%
134,409
-104,882
2159
$4.03M ﹤0.01%
81,903
+76,816
2160
$4.02M ﹤0.01%
97,409
-28,522
2161
$4.02M ﹤0.01%
+59,571
2162
$4.01M ﹤0.01%
140,618
+11,521
2163
$4.01M ﹤0.01%
511,371
+44,523
2164
$4.01M ﹤0.01%
186,009
+168,263
2165
$4M ﹤0.01%
77,980
-32,614
2166
$4M ﹤0.01%
74,628
+21,721
2167
$3.99M ﹤0.01%
181,060
-1,272
2168
$3.98M ﹤0.01%
102,021
-57,671
2169
$3.98M ﹤0.01%
139,833
+91,386
2170
$3.98M ﹤0.01%
168,184
-38,157
2171
$3.98M ﹤0.01%
141,536
+30,638
2172
$3.97M ﹤0.01%
99,778
+63,708
2173
$3.96M ﹤0.01%
195,419
+120,986
2174
$3.96M ﹤0.01%
113,829
+2,712
2175
$3.96M ﹤0.01%
+152,834