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
2701
$1.52M ﹤0.01%
88,523
-21,819
2702
$1.52M ﹤0.01%
43,196
+9,691
2703
$1.52M ﹤0.01%
117,697
+62,789
2704
$1.51M ﹤0.01%
55,524
+24,650
2705
$1.51M ﹤0.01%
994,088
+989,575
2706
$1.51M ﹤0.01%
28,371
+11,813
2707
$1.51M ﹤0.01%
170,031
-12,473
2708
$1.51M ﹤0.01%
27,365
+5,948
2709
$1.51M ﹤0.01%
227,502
-24,356
2710
$1.5M ﹤0.01%
167,366
-58,445
2711
$1.5M ﹤0.01%
129,426
-6,094
2712
$1.5M ﹤0.01%
11,173
-3,813
2713
$1.49M ﹤0.01%
5,146
+2,230
2714
$1.49M ﹤0.01%
+83,000
2715
$1.49M ﹤0.01%
57,019
-8,944
2716
$1.49M ﹤0.01%
114,571
+13,191
2717
$1.49M ﹤0.01%
59,842
+10,735
2718
$1.49M ﹤0.01%
23,324
+14,159
2719
$1.48M ﹤0.01%
40,413
-9,399
2720
$1.48M ﹤0.01%
65,283
+19,207
2721
$1.48M ﹤0.01%
127,201
-1,108
2722
$1.48M ﹤0.01%
119,248
-122,674
2723
$1.48M ﹤0.01%
106,056
-21,576
2724
$1.48M ﹤0.01%
29,681
-42,460
2725
$1.47M ﹤0.01%
34,454
+5,295