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
2601
$1.71M ﹤0.01%
90,123
-19,832
2602
$1.71M ﹤0.01%
227,313
+167,671
2603
$1.71M ﹤0.01%
36,706
-3,827
2604
$1.71M ﹤0.01%
66,198
+5,205
2605
$1.71M ﹤0.01%
57,117
+23,172
2606
$1.7M ﹤0.01%
134,400
+79,436
2607
$1.7M ﹤0.01%
78,842
+28,033
2608
$1.7M ﹤0.01%
177,366
-51,960
2609
$1.69M ﹤0.01%
28,566
+2,096
2610
$1.69M ﹤0.01%
61,198
+17,331
2611
$1.69M ﹤0.01%
+65,387
2612
$1.69M ﹤0.01%
68,694
+15,840
2613
$1.69M ﹤0.01%
36,721
+7,209
2614
$1.68M ﹤0.01%
27,078
+9,895
2615
$1.68M ﹤0.01%
154,705
-57,096
2616
$1.68M ﹤0.01%
20,094
+2,691
2617
$1.68M ﹤0.01%
62,937
+28,938
2618
$1.67M ﹤0.01%
10,824
+60
2619
$1.67M ﹤0.01%
125,000
+80,452
2620
$1.67M ﹤0.01%
71,595
+6,507
2621
$1.67M ﹤0.01%
37,963
+7,423
2622
$1.67M ﹤0.01%
111,631
+4,379
2623
$1.66M ﹤0.01%
24,027
+13,115
2624
$1.66M ﹤0.01%
273,328
-197,740
2625
$1.66M ﹤0.01%
92,650
-79,816