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
3451
$572K ﹤0.01%
43,340
+11,346
3452
$572K ﹤0.01%
71,350
-4,438
3453
$571K ﹤0.01%
26,151
+7,603
3454
$566K ﹤0.01%
22,514
-95,458
3455
$566K ﹤0.01%
21,317
-1,525
3456
$564K ﹤0.01%
13,377
+221
3457
$563K ﹤0.01%
34,657
+27,577
3458
$562K ﹤0.01%
44,286
+5,408
3459
$560K ﹤0.01%
43,469
+2,400
3460
$560K ﹤0.01%
33,855
-206
3461
$558K ﹤0.01%
23,127
+18,220
3462
$557K ﹤0.01%
21,115
-18,734
3463
$556K ﹤0.01%
463,807
-160,592
3464
$556K ﹤0.01%
57,698
-1,880
3465
$555K ﹤0.01%
5,667
+9
3466
$555K ﹤0.01%
69,967
+17,790
3467
$554K ﹤0.01%
12,929
-804
3468
$553K ﹤0.01%
46,230
+1,172
3469
$553K ﹤0.01%
31,208
-16,268
3470
$553K ﹤0.01%
16,159
-115
3471
$552K ﹤0.01%
39,693
-3,695
3472
$551K ﹤0.01%
9,816
+3,578
3473
$549K ﹤0.01%
46,336
-3,163
3474
$548K ﹤0.01%
12,232
+5,600
3475
$548K ﹤0.01%
89,335
-20,070