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
3101
$922K ﹤0.01%
48,153
-3,450
3102
$922K ﹤0.01%
19,846
+9,766
3103
$922K ﹤0.01%
13,935
+1,977
3104
$920K ﹤0.01%
39,908
+19,024
3105
$919K ﹤0.01%
103,848
+57,624
3106
$918K ﹤0.01%
82,534
-2,377
3107
$914K ﹤0.01%
10,318
-4,794
3108
$913K ﹤0.01%
75,608
+8,821
3109
$912K ﹤0.01%
68,100
+12,300
3110
$912K ﹤0.01%
15,349
+1,159
3111
$909K ﹤0.01%
29,763
-4,890
3112
$908K ﹤0.01%
14,968
+3,619
3113
$908K ﹤0.01%
87,329
-5,709
3114
$908K ﹤0.01%
13,534
-21,558
3115
$906K ﹤0.01%
45,279
-15,571
3116
$906K ﹤0.01%
82,878
-211,593
3117
$905K ﹤0.01%
19,401
+1,887
3118
$904K ﹤0.01%
18,635
+12,557
3119
$904K ﹤0.01%
57,301
+9,242
3120
$903K ﹤0.01%
24,174
+24,002
3121
$898K ﹤0.01%
24,154
-3,664
3122
$896K ﹤0.01%
28,368
+279
3123
$896K ﹤0.01%
72,882
+9,606
3124
$893K ﹤0.01%
12,565
+1,401
3125
$891K ﹤0.01%
93,332
+63,203