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
2826
$1.29M ﹤0.01%
299,526
-26,611
2827
$1.29M ﹤0.01%
42,419
-804
2828
$1.29M ﹤0.01%
54,062
-25,714
2829
$1.29M ﹤0.01%
31,963
+14,621
2830
$1.29M ﹤0.01%
109,651
+51,771
2831
$1.29M ﹤0.01%
129,363
-50,716
2832
$1.29M ﹤0.01%
100,418
+37,698
2833
$1.28M ﹤0.01%
55,820
+16,584
2834
$1.28M ﹤0.01%
28,403
+22,439
2835
$1.28M ﹤0.01%
65,988
+26,304
2836
$1.28M ﹤0.01%
66,200
-11,324
2837
$1.28M ﹤0.01%
29,151
+2,643
2838
$1.27M ﹤0.01%
65,312
-13,203
2839
$1.27M ﹤0.01%
104,714
-11,038
2840
$1.27M ﹤0.01%
28,485
-45,090
2841
$1.27M ﹤0.01%
40,549
+34,316
2842
$1.27M ﹤0.01%
73,351
2843
$1.27M ﹤0.01%
146,728
+2,749
2844
$1.27M ﹤0.01%
102,601
+53,053
2845
$1.27M ﹤0.01%
89,489
+50,914
2846
$1.27M ﹤0.01%
65,763
+7,400
2847
$1.27M ﹤0.01%
6,457
-2,707
2848
$1.26M ﹤0.01%
40,352
-5,641
2849
$1.26M ﹤0.01%
71,877
+20,007
2850
$1.26M ﹤0.01%
24,851
-111,350