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
3776
$332K ﹤0.01%
9,636
-45,402
3777
$331K ﹤0.01%
8,412
-2,238
3778
$331K ﹤0.01%
22,146
-16,608
3779
$331K ﹤0.01%
890
-3,674
3780
$330K ﹤0.01%
47,544
-7,657
3781
$330K ﹤0.01%
15,128
-58,512
3782
$330K ﹤0.01%
3,843
-1,505
3783
$330K ﹤0.01%
22,179
+5,154
3784
$328K ﹤0.01%
19,121
+4,519
3785
$327K ﹤0.01%
75,043
-286,759
3786
$327K ﹤0.01%
39,964
+21,908
3787
$327K ﹤0.01%
+1,660
3788
$327K ﹤0.01%
9,370
-12,944
3789
$326K ﹤0.01%
52,320
+50,114
3790
$326K ﹤0.01%
22,382
+57
3791
$324K ﹤0.01%
13,088
-12,089
3792
$323K ﹤0.01%
12,232
-7,442
3793
$323K ﹤0.01%
26,955
-186
3794
$323K ﹤0.01%
6,902
-119,929
3795
$320K ﹤0.01%
118
+38
3796
$320K ﹤0.01%
18,000
-389
3797
$319K ﹤0.01%
26,975
-5,200
3798
$319K ﹤0.01%
5,836
+4,049
3799
$319K ﹤0.01%
4,601
-101
3800
$316K ﹤0.01%
7,393
-11,375