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
2251
$3.58M ﹤0.01%
243,638
+218,456
2252
$3.58M ﹤0.01%
108,281
+62,601
2253
$3.57M ﹤0.01%
137,628
+18,108
2254
$3.57M ﹤0.01%
32,625
-44,866
2255
$3.57M ﹤0.01%
50,898
+39,454
2256
$3.56M ﹤0.01%
60,286
+43,036
2257
$3.56M ﹤0.01%
162,389
+7,534
2258
$3.56M ﹤0.01%
52,564
+39,927
2259
$3.55M ﹤0.01%
142,080
+70,544
2260
$3.54M ﹤0.01%
109,948
-48,048
2261
$3.54M ﹤0.01%
680,351
+479
2262
$3.54M ﹤0.01%
59,779
+1,612
2263
$3.53M ﹤0.01%
395,859
-20,467
2264
$3.52M ﹤0.01%
53,858
-1,220
2265
$3.52M ﹤0.01%
88,664
-10,907
2266
$3.52M ﹤0.01%
484,882
+117,050
2267
$3.52M ﹤0.01%
62,066
+35,764
2268
$3.52M ﹤0.01%
215,744
-241,287
2269
$3.51M ﹤0.01%
70,034
-66,532
2270
$3.51M ﹤0.01%
26,751
+16,625
2271
$3.5M ﹤0.01%
169,226
-10,089
2272
$3.5M ﹤0.01%
85,500
+2,772
2273
$3.49M ﹤0.01%
149,679
+9,461
2274
$3.49M ﹤0.01%
97,394
-10,527
2275
$3.48M ﹤0.01%
68,099
+24,585