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
3601
$442K ﹤0.01%
33,135
+2,102
3602
$442K ﹤0.01%
21,631
-56,674
3603
$442K ﹤0.01%
641,427
-36
3604
$442K ﹤0.01%
36,299
+13,841
3605
$441K ﹤0.01%
37,176
-1,000
3606
$440K ﹤0.01%
36,163
-2,344
3607
$439K ﹤0.01%
13,440
+9,292
3608
$438K ﹤0.01%
6,548
-295
3609
$438K ﹤0.01%
131,908
+5,373
3610
$437K ﹤0.01%
8,557
+7,079
3611
$436K ﹤0.01%
12,457
+5,847
3612
$434K ﹤0.01%
23,992
-58
3613
$434K ﹤0.01%
10,743
+224
3614
$433K ﹤0.01%
27,031
-2,217
3615
$433K ﹤0.01%
22,902
+22,111
3616
$433K ﹤0.01%
43,902
+5,412
3617
$428K ﹤0.01%
2,147
+281
3618
$428K ﹤0.01%
43,798
+25,300
3619
$426K ﹤0.01%
24,198
-8,792
3620
$425K ﹤0.01%
30,258
-8,632
3621
$424K ﹤0.01%
13,383
+459
3622
$422K ﹤0.01%
32,054
+6,453
3623
$420K ﹤0.01%
26,220
-11,193
3624
$419K ﹤0.01%
15,696
-5,324
3625
$419K ﹤0.01%
23,664
+19,937