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
3726
$359K ﹤0.01%
47,700
+41,306
3727
$358K ﹤0.01%
13,371
-2,950
3728
$356K ﹤0.01%
27
3729
$356K ﹤0.01%
39,298
+4
3730
$355K ﹤0.01%
7,425
-571
3731
$355K ﹤0.01%
25,853
-5,759
3732
$355K ﹤0.01%
16,199
+8,977
3733
$353K ﹤0.01%
31,863
+13,228
3734
$353K ﹤0.01%
26,604
-3,910
3735
$352K ﹤0.01%
30,303
-18,712
3736
$351K ﹤0.01%
13,068
+10,948
3737
$350K ﹤0.01%
43,016
+14,892
3738
$350K ﹤0.01%
16,356
+14,991
3739
$349K ﹤0.01%
2,000
-2
3740
$349K ﹤0.01%
41,117
-72,162
3741
$348K ﹤0.01%
27,806
-9,862
3742
$348K ﹤0.01%
25,898
+14,801
3743
$348K ﹤0.01%
7,644
+533
3744
$348K ﹤0.01%
67,652
-1,066
3745
$347K ﹤0.01%
14,501
+1,934
3746
$346K ﹤0.01%
17,201
+13,136
3747
$346K ﹤0.01%
48,163
-2,277
3748
$346K ﹤0.01%
22,979
+21,221
3749
$346K ﹤0.01%
26,924
-19,122
3750
$345K ﹤0.01%
41,162
+22,399