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
2901
$1.19M ﹤0.01%
14,768
-21,875
2902
$1.19M ﹤0.01%
35,173
+8,295
2903
$1.19M ﹤0.01%
36,872
+2,232
2904
$1.19M ﹤0.01%
124,596
+20,026
2905
$1.19M ﹤0.01%
142,230
+78,190
2906
$1.19M ﹤0.01%
46,783
+1,363
2907
$1.19M ﹤0.01%
37,626
-33,585
2908
$1.19M ﹤0.01%
214,505
-51,795
2909
$1.18M ﹤0.01%
90,376
-6,049
2910
$1.18M ﹤0.01%
53,316
-6,042
2911
$1.18M ﹤0.01%
20,584
+18,949
2912
$1.18M ﹤0.01%
104,332
+26,019
2913
$1.18M ﹤0.01%
66,484
-20,956
2914
$1.18M ﹤0.01%
95,010
-37,600
2915
$1.18M ﹤0.01%
50,791
+24,884
2916
$1.17M ﹤0.01%
43,781
+26,942
2917
$1.17M ﹤0.01%
34,269
+2,214
2918
$1.17M ﹤0.01%
33,142
+8,911
2919
$1.17M ﹤0.01%
22,626
-7,237
2920
$1.17M ﹤0.01%
50,960
+3,973
2921
$1.16M ﹤0.01%
39,481
+16,928
2922
$1.16M ﹤0.01%
54,679
+38,942
2923
$1.16M ﹤0.01%
24,995
+4,298
2924
$1.16M ﹤0.01%
22,447
-4,492
2925
$1.16M ﹤0.01%
53,630
+23,730