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
3001
$1.06M ﹤0.01%
41,700
+36,200
3002
$1.06M ﹤0.01%
62,164
-1,597
3003
$1.06M ﹤0.01%
56,554
-35,794
3004
$1.05M ﹤0.01%
80,762
-14,514
3005
$1.05M ﹤0.01%
72,018
+10,972
3006
$1.05M ﹤0.01%
62,096
+1,376
3007
$1.05M ﹤0.01%
25,558
+3,158
3008
$1.05M ﹤0.01%
20,789
-900
3009
$1.05M ﹤0.01%
114,427
+16,629
3010
$1.05M ﹤0.01%
44,522
+9,987
3011
$1.05M ﹤0.01%
+1,092,209
3012
$1.05M ﹤0.01%
34,462
+8,983
3013
$1.05M ﹤0.01%
20,940
+6,416
3014
$1.05M ﹤0.01%
47,933
+25,143
3015
$1.05M ﹤0.01%
48,284
+11,054
3016
$1.04M ﹤0.01%
+39,763
3017
$1.04M ﹤0.01%
22,423
+2,503
3018
$1.04M ﹤0.01%
38,224
-9,734
3019
$1.04M ﹤0.01%
138,617
-10,943
3020
$1.04M ﹤0.01%
67,054
+4,081
3021
$1.04M ﹤0.01%
32,108
-232
3022
$1.04M ﹤0.01%
197,043
-88,150
3023
$1.04M ﹤0.01%
3,609
+2,039
3024
$1.03M ﹤0.01%
38,132
+3,120
3025
$1.03M ﹤0.01%
205,453
-31,084