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
4201
$167K ﹤0.01%
11,749
+2,338
4202
$166K ﹤0.01%
11,921
-6,193
4203
$166K ﹤0.01%
4,148
-306
4204
$166K ﹤0.01%
16,181
+12,006
4205
$166K ﹤0.01%
4,593
-4,008
4206
$166K ﹤0.01%
6,286
+3,786
4207
$165K ﹤0.01%
4,118
-3,492
4208
$165K ﹤0.01%
1,230
-844
4209
$165K ﹤0.01%
5,250
+2,250
4210
$164K ﹤0.01%
9,469
+4,538
4211
$164K ﹤0.01%
79,791
+33
4212
$164K ﹤0.01%
6,165
+3,089
4213
$164K ﹤0.01%
+6,350
4214
$164K ﹤0.01%
2,026
-363
4215
$164K ﹤0.01%
16,026
-75,581
4216
$163K ﹤0.01%
2,872
-1,523
4217
$163K ﹤0.01%
6,300
+34
4218
$163K ﹤0.01%
2,167
+2,152
4219
$163K ﹤0.01%
41,462
+41,144
4220
$163K ﹤0.01%
20,841
+20,621
4221
$163K ﹤0.01%
14,303
-16,606
4222
$163K ﹤0.01%
14,100
+4,557
4223
$163K ﹤0.01%
17,489
+5,237
4224
$162K ﹤0.01%
20,065
+2,362
4225
$162K ﹤0.01%
9,943
-1,397