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
2626
$1.66M ﹤0.01%
39,066
+9,990
2627
$1.66M ﹤0.01%
138,159
-67,938
2628
$1.66M ﹤0.01%
40,193
+9,800
2629
$1.65M ﹤0.01%
73,702
+2,788
2630
$1.65M ﹤0.01%
35,152
-10,775
2631
$1.65M ﹤0.01%
+77,850
2632
$1.65M ﹤0.01%
130,279
-88,185
2633
$1.64M ﹤0.01%
39,174
-25,279
2634
$1.64M ﹤0.01%
58,138
+358
2635
$1.64M ﹤0.01%
4,521
+4,067
2636
$1.64M ﹤0.01%
50,774
-1,832
2637
$1.64M ﹤0.01%
+11,257
2638
$1.64M ﹤0.01%
119,635
+21,249
2639
$1.64M ﹤0.01%
63,174
+15,494
2640
$1.63M ﹤0.01%
67,743
+7,814
2641
$1.63M ﹤0.01%
99,858
-19,694
2642
$1.63M ﹤0.01%
45,960
-14,353
2643
$1.63M ﹤0.01%
65,899
-9,668
2644
0
2645
$1.62M ﹤0.01%
50,998
+8,199
2646
$1.62M ﹤0.01%
25,696
-142,796
2647
$1.62M ﹤0.01%
28,965
-197
2648
$1.62M ﹤0.01%
77,098
+65,568
2649
$1.62M ﹤0.01%
44,979
+6,771
2650
$1.61M ﹤0.01%
20,009
+8,382