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
2551
$1.81M ﹤0.01%
147,892
+14,176
2552
$1.8M ﹤0.01%
138,133
+2,488
2553
$1.8M ﹤0.01%
230,392
+29,182
2554
$1.8M ﹤0.01%
56,809
-23,673
2555
$1.79M ﹤0.01%
185,046
-16,706
2556
$1.79M ﹤0.01%
71,318
+10,754
2557
$1.79M ﹤0.01%
55,554
-48,961
2558
$1.79M ﹤0.01%
36,583
+3,206
2559
$1.78M ﹤0.01%
318,790
+118,900
2560
$1.78M ﹤0.01%
49,255
-14,266
2561
$1.78M ﹤0.01%
76,839
+2,226
2562
$1.78M ﹤0.01%
74,171
-37,584
2563
$1.78M ﹤0.01%
34,024
+29,202
2564
$1.77M ﹤0.01%
98,589
+7,698
2565
$1.77M ﹤0.01%
77,781
+73,917
2566
$1.77M ﹤0.01%
101,418
-516
2567
$1.77M ﹤0.01%
35,517
+10,488
2568
$1.77M ﹤0.01%
24,988
-15,351
2569
$1.77M ﹤0.01%
30,889
-37,973
2570
$1.77M ﹤0.01%
74,173
-60,511
2571
$1.77M ﹤0.01%
83,840
-12,502
2572
$1.76M ﹤0.01%
39,004
-5,036
2573
$1.76M ﹤0.01%
3,208
-26
2574
$1.76M ﹤0.01%
66,740
-808
2575
$1.76M ﹤0.01%
34,475
-12,176