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
2201
$3.82M ﹤0.01%
144,865
-24,738
2202
$3.81M ﹤0.01%
99,861
+13,615
2203
$3.81M ﹤0.01%
99,112
+13,860
2204
$3.81M ﹤0.01%
109,544
+50,271
2205
$3.81M ﹤0.01%
214,941
+197,869
2206
$3.8M ﹤0.01%
100,656
+11,728
2207
$3.8M ﹤0.01%
205,742
+10,393
2208
$3.79M ﹤0.01%
281,731
+7,886
2209
$3.79M ﹤0.01%
14,956
+981
2210
$3.78M ﹤0.01%
86,656
+33,662
2211
$3.78M ﹤0.01%
110,724
+5,802
2212
$3.77M ﹤0.01%
173,339
+59,195
2213
$3.77M ﹤0.01%
171,297
-122,052
2214
$3.77M ﹤0.01%
362,612
+267,120
2215
$3.77M ﹤0.01%
450
-2,360
2216
$3.76M ﹤0.01%
216,273
+41,541
2217
$3.75M ﹤0.01%
228,565
+41,730
2218
$3.75M ﹤0.01%
326,254
-20,482
2219
$3.74M ﹤0.01%
435,165
+296,744
2220
$3.74M ﹤0.01%
68,531
+20,762
2221
$3.73M ﹤0.01%
82,125
+70,509
2222
$3.73M ﹤0.01%
522,274
+156,186
2223
$3.73M ﹤0.01%
76,958
+65,050
2224
$3.72M ﹤0.01%
260,867
-186,523
2225
$3.71M ﹤0.01%
250,026
+3,726