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
3401
$619K ﹤0.01%
36,541
+2,336
3402
$619K ﹤0.01%
17,016
-11,700
3403
$619K ﹤0.01%
269,023
+266,977
3404
$618K ﹤0.01%
61,784
-112
3405
$617K ﹤0.01%
29,244
+156
3406
$617K ﹤0.01%
11,014
+1,079
3407
$616K ﹤0.01%
67,153
+9,601
3408
$616K ﹤0.01%
31,714
-28,272
3409
$616K ﹤0.01%
131,116
+30,867
3410
$615K ﹤0.01%
19,643
-2,346
3411
$614K ﹤0.01%
22,299
-492
3412
$613K ﹤0.01%
31,600
-10,500
3413
$611K ﹤0.01%
1,863
+1
3414
$610K ﹤0.01%
9,813
-14,950
3415
$610K ﹤0.01%
11,840
-97,797
3416
$608K ﹤0.01%
62,563
+11,727
3417
$605K ﹤0.01%
21,302
+4,005
3418
$605K ﹤0.01%
19,068
+5,951
3419
$604K ﹤0.01%
16,699
-9,021
3420
$601K ﹤0.01%
48,225
-5,654
3421
$601K ﹤0.01%
33,282
+4,241
3422
$600K ﹤0.01%
33,328
+7,784
3423
$599K ﹤0.01%
+39,129
3424
$599K ﹤0.01%
20,074
+7,389
3425
$598K ﹤0.01%
300
+204