Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,640
New
Increased
Reduced
Closed

Top Buys

1 +$672M
2 +$500M
3 +$422M
4
JNPR
Juniper Networks
JNPR
+$319M
5
ADP icon
Automatic Data Processing
ADP
+$281M

Top Sells

1 +$623M
2 +$354M
3 +$340M
4
DELL
DELL INC
DELL
+$314M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$307M

Sector Composition

1 Industrials 9.08%
2 Technology 8.34%
3 Energy 8.07%
4 Financials 7.86%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.95M ﹤0.01%
55,078
+46,861
2502
$1.95M ﹤0.01%
170,848
-442,011
2503
$1.95M ﹤0.01%
146,773
-16,605
2504
$1.95M ﹤0.01%
62,891
-15,554
2505
$1.94M ﹤0.01%
70,061
+3,661
2506
$1.94M ﹤0.01%
67,527
+9,144
2507
$1.94M ﹤0.01%
48,824
-107,353
2508
$1.92M ﹤0.01%
65,391
+5,603
2509
$1.92M ﹤0.01%
92,106
+1,019
2510
$1.91M ﹤0.01%
11,917
+1,965
2511
$1.91M ﹤0.01%
23,735
+2,283
2512
$1.91M ﹤0.01%
84,791
-2,788,936
2513
$1.91M ﹤0.01%
32,516
+5,253
2514
$1.9M ﹤0.01%
30,487
+23,273
2515
$1.9M ﹤0.01%
124,484
+108,475
2516
$1.89M ﹤0.01%
81,672
+4,644
2517
$1.89M ﹤0.01%
49,648
-8,937
2518
$1.88M ﹤0.01%
40,544
-5,662
2519
$1.88M ﹤0.01%
32,322
+10,187
2520
$1.88M ﹤0.01%
97,319
-102,813
2521
$1.88M ﹤0.01%
36,436
-3,734
2522
$1.88M ﹤0.01%
152,354
+12,959
2523
$1.88M ﹤0.01%
45,453
+6,428
2524
$1.88M ﹤0.01%
15,411
-2,249
2525
$1.88M ﹤0.01%
35,527
-26,660