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
2676
$1.57M ﹤0.01%
52,238
-59,033
2677
$1.56M ﹤0.01%
23,984
+18,805
2678
$1.56M ﹤0.01%
42,276
+30,246
2679
$1.56M ﹤0.01%
31,552
+5,546
2680
$1.56M ﹤0.01%
286,262
+25,532
2681
$1.55M ﹤0.01%
29,780
+2,986
2682
$1.55M ﹤0.01%
97,447
+18,463
2683
$1.55M ﹤0.01%
31,702
+31,235
2684
$1.54M ﹤0.01%
67,345
+686
2685
$1.54M ﹤0.01%
90,475
+27,995
2686
$1.54M ﹤0.01%
33,978
-5,443
2687
$1.54M ﹤0.01%
48,926
-561
2688
$1.53M ﹤0.01%
40,990
+7,130
2689
$1.53M ﹤0.01%
72,193
+7,069
2690
$1.53M ﹤0.01%
72,717
+31,789
2691
$1.53M ﹤0.01%
66,424
+11,011
2692
$1.53M ﹤0.01%
53,645
-1,551
2693
$1.53M ﹤0.01%
+47,631
2694
$1.53M ﹤0.01%
117,928
+37,423
2695
$1.52M ﹤0.01%
18,433
+5,072
2696
$1.52M ﹤0.01%
126,149
+6,626
2697
$1.52M ﹤0.01%
14,771
-2,171
2698
$1.52M ﹤0.01%
87,438
-281,594
2699
$1.52M ﹤0.01%
32,654
-12,654
2700
$1.52M ﹤0.01%
20,451
-8,085