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
2401
$3.01M ﹤0.01%
1,254,763
-1,521,026
2402
$3M ﹤0.01%
52,687
+35,468
2403
$3M ﹤0.01%
49,835
+34,461
2404
$3M ﹤0.01%
1,057,548
+52,257
2405
$3M ﹤0.01%
39,710
+7,206
2406
$3M ﹤0.01%
130,403
-36,979
2407
$3M ﹤0.01%
478,767
-19,317
2408
$3M ﹤0.01%
2,236
-1,318
2409
$2.98M ﹤0.01%
52,422
+40,575
2410
$2.98M ﹤0.01%
58,560
+12,013
2411
$2.96M ﹤0.01%
240,494
-3,890
2412
$2.96M ﹤0.01%
77,256
+67,986
2413
$2.96M ﹤0.01%
58,151
+5,653
2414
$2.96M ﹤0.01%
195,083
-6,045
2415
$2.95M ﹤0.01%
226,566
+21,686
2416
$2.95M ﹤0.01%
65,592
+31,682
2417
$2.95M ﹤0.01%
69,424
+46,099
2418
$2.95M ﹤0.01%
205,692
+147,839
2419
$2.94M ﹤0.01%
239,032
-38,757
2420
$2.94M ﹤0.01%
138,523
+6,966
2421
$2.93M ﹤0.01%
29,459
-5,893
2422
$2.92M ﹤0.01%
559,013
+77,182
2423
$2.92M ﹤0.01%
178,054
+35,595
2424
$2.92M ﹤0.01%
109,006
+6,982
2425
$2.92M ﹤0.01%
208,250
+10,552