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
4251
$152K ﹤0.01%
14,938
+6,345
4252
$152K ﹤0.01%
15,059
+12,352
4253
$152K ﹤0.01%
+4,366
4254
$151K ﹤0.01%
3,195
4255
$151K ﹤0.01%
10,461
-307,429
4256
$150K ﹤0.01%
1,220
+543
4257
$150K ﹤0.01%
5,442
-2,434
4258
$150K ﹤0.01%
7,885
+3,974
4259
$150K ﹤0.01%
9,588
-375
4260
$149K ﹤0.01%
8,158
+484
4261
$149K ﹤0.01%
12,603
-4,001
4262
$149K ﹤0.01%
6
-2
4263
$149K ﹤0.01%
9,817
+1,953
4264
$148K ﹤0.01%
12,500
-147
4265
$148K ﹤0.01%
6,269
+2,422
4266
$147K ﹤0.01%
40,415
+9,415
4267
$147K ﹤0.01%
8,529
+3,897
4268
$147K ﹤0.01%
1,895
-661
4269
$147K ﹤0.01%
8,827
+5,139
4270
$146K ﹤0.01%
+13,495
4271
$146K ﹤0.01%
3,764
-973
4272
$146K ﹤0.01%
1,639
-4,063
4273
$146K ﹤0.01%
9,050
+4,889
4274
$145K ﹤0.01%
21,416
-4,999
4275
$145K ﹤0.01%
12,500
-136