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
2451
$2.79M ﹤0.01%
34,725
+9,947
2452
$2.79M ﹤0.01%
97,662
+74,046
2453
$2.78M ﹤0.01%
144,080
+17,557
2454
$2.78M ﹤0.01%
102,992
+87,311
2455
$2.78M ﹤0.01%
54,285
+266
2456
$2.78M ﹤0.01%
116,887
-52,290
2457
$2.77M ﹤0.01%
129,513
2458
$2.77M ﹤0.01%
11,654
+4,726
2459
$2.77M ﹤0.01%
321,563
-1,811
2460
$2.77M ﹤0.01%
102,672
-777
2461
$2.76M ﹤0.01%
108,494
-19,502
2462
$2.75M ﹤0.01%
108,170
-1,975
2463
$2.75M ﹤0.01%
290,655
+20,275
2464
$2.74M ﹤0.01%
80,630
+13,112
2465
$2.73M ﹤0.01%
31,265
+19,319
2466
$2.73M ﹤0.01%
201,708
-509
2467
$2.71M ﹤0.01%
193,975
+1,950
2468
$2.71M ﹤0.01%
47,122
+9,291
2469
$2.71M ﹤0.01%
104,329
+21,212
2470
$2.71M ﹤0.01%
28,381
+3,434
2471
$2.7M ﹤0.01%
110,414
+1,949
2472
$2.7M ﹤0.01%
177,000
+847
2473
$2.7M ﹤0.01%
104,868
-31,707
2474
$2.7M ﹤0.01%
67,188
+14,266
2475
$2.7M ﹤0.01%
55,203
+24,038