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
4326
$130K ﹤0.01%
20,013
-12,975
4327
$130K ﹤0.01%
10,175
-35,619
4328
$130K ﹤0.01%
382,669
-857,024
4329
$130K ﹤0.01%
41,600
+40,000
4330
$130K ﹤0.01%
7,381
-1,792
4331
$130K ﹤0.01%
6,517
4332
$129K ﹤0.01%
4,978
+4,294
4333
$129K ﹤0.01%
7,201
+3,501
4334
$129K ﹤0.01%
14,294
4335
$129K ﹤0.01%
10,901
-2,856
4336
$129K ﹤0.01%
41,499
-109,188
4337
$128K ﹤0.01%
6,811
-9,898
4338
$128K ﹤0.01%
24,800
-45,300
4339
$128K ﹤0.01%
12,077
-14
4340
$128K ﹤0.01%
34,036
+29,036
4341
$127K ﹤0.01%
10,593
+8,608
4342
$126K ﹤0.01%
7,595
-135
4343
$126K ﹤0.01%
4,272
-1,688
4344
$126K ﹤0.01%
+5,203
4345
$126K ﹤0.01%
19,616
-57,136
4346
$126K ﹤0.01%
6,429
+5,664
4347
$126K ﹤0.01%
10,000
+4,450
4348
$126K ﹤0.01%
2,758
+1,198
4349
$125K ﹤0.01%
3,763
-15
4350
$125K ﹤0.01%
10,533
-9,821