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
3251
$769K ﹤0.01%
27,680
+731
3252
$769K ﹤0.01%
45,114
-16,166
3253
$768K ﹤0.01%
82,596
-4,441
3254
$767K ﹤0.01%
22,588
+6,788
3255
$762K ﹤0.01%
8,641
+2,360
3256
$761K ﹤0.01%
15,611
-5,465
3257
$760K ﹤0.01%
72,730
-16,971
3258
$760K ﹤0.01%
210,618
-27,773
3259
$760K ﹤0.01%
102,935
+24,914
3260
$759K ﹤0.01%
10,099
-2,028
3261
$759K ﹤0.01%
33,963
+14,216
3262
$758K ﹤0.01%
27,599
-1,233
3263
$757K ﹤0.01%
39,312
-304
3264
$756K ﹤0.01%
65,753
-2,030
3265
$754K ﹤0.01%
322,304
-68,033
3266
$752K ﹤0.01%
74,907
-3,793
3267
$751K ﹤0.01%
30,649
+9,446
3268
$751K ﹤0.01%
18,257
-106
3269
$751K ﹤0.01%
53,596
+7,495
3270
$749K ﹤0.01%
54,623
+6,663
3271
$748K ﹤0.01%
83,639
-31,645
3272
$748K ﹤0.01%
31,830
-35,197
3273
$747K ﹤0.01%
6,501
+5,972
3274
$745K ﹤0.01%
29,422
+5,027
3275
$745K ﹤0.01%
36,860
+29,033