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
3026
$1.03M ﹤0.01%
86,862
-8,735
3027
$1.03M ﹤0.01%
77,332
+74,007
3028
$1.03M ﹤0.01%
72,641
+4,473
3029
$1.03M ﹤0.01%
17,964
+3,706
3030
$1.03M ﹤0.01%
55,824
-4,776
3031
$1.03M ﹤0.01%
21,012
+5,203
3032
$1.03M ﹤0.01%
53,674
-59,743
3033
$1.03M ﹤0.01%
82,416
+212
3034
$1.03M ﹤0.01%
42,301
+29,274
3035
$1.02M ﹤0.01%
36,177
+12,972
3036
$1.02M ﹤0.01%
84,286
+3,079
3037
$1.02M ﹤0.01%
52,941
+8,726
3038
$1.01M ﹤0.01%
32,681
+2,674
3039
$1.01M ﹤0.01%
89,683
+20,254
3040
$1.01M ﹤0.01%
49,272
+12,449
3041
$1.01M ﹤0.01%
40,617
-994
3042
$1.01M ﹤0.01%
25,459
+10,239
3043
$1.01M ﹤0.01%
53,988
+6,798
3044
$1.01M ﹤0.01%
15,358
+2,615
3045
$1.01M ﹤0.01%
47,522
-32,282
3046
$1.01M ﹤0.01%
36,695
+10,911
3047
$1M ﹤0.01%
51,919
+9,520
3048
$1M ﹤0.01%
31,710
+6,889
3049
$1M ﹤0.01%
8,328
+527
3050
$1M ﹤0.01%
21,856
-14,310