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
4126
$192K ﹤0.01%
3,606
-30,977
4127
$192K ﹤0.01%
23,889
-18,964
4128
$192K ﹤0.01%
7,974
+2,660
4129
$191K ﹤0.01%
13,626
+697
4130
$190K ﹤0.01%
7,018
+1,370
4131
$190K ﹤0.01%
21,127
-4,645
4132
$190K ﹤0.01%
72
+45
4133
$190K ﹤0.01%
4,573
-5
4134
$190K ﹤0.01%
11,999
+1,009
4135
$189K ﹤0.01%
42,180
+3,990
4136
$189K ﹤0.01%
8,902
-1,200
4137
$189K ﹤0.01%
3,996
-1,672
4138
$189K ﹤0.01%
8,530
+3,032
4139
$189K ﹤0.01%
11,756
-21,253
4140
$188K ﹤0.01%
18,861
-1,500
4141
$188K ﹤0.01%
6,908
-2,500
4142
$187K ﹤0.01%
28,179
-1,968
4143
$187K ﹤0.01%
9,552
+2,195
4144
$187K ﹤0.01%
2,642
-2,415
4145
$187K ﹤0.01%
23,642
-34,002
4146
$187K ﹤0.01%
10,071
-19
4147
$187K ﹤0.01%
10,750
4148
$186K ﹤0.01%
141,890
+107,137
4149
$186K ﹤0.01%
10,320
-2,400
4150
$186K ﹤0.01%
9,256
-1,927