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
4501
$91K ﹤0.01%
9,646
-18,967
4502
$90K ﹤0.01%
89
+2
4503
$90K ﹤0.01%
1,150
+1,131
4504
$90K ﹤0.01%
10,150
+1,180
4505
$90K ﹤0.01%
1,943
-6,459
4506
$90K ﹤0.01%
6,600
-6,000
4507
$90K ﹤0.01%
+5,692
4508
$90K ﹤0.01%
+2,666
4509
$89K ﹤0.01%
21,495
+15,495
4510
$89K ﹤0.01%
3,461
-3,459
4511
$89K ﹤0.01%
5,020
-4,058
4512
$89K ﹤0.01%
2
4513
$89K ﹤0.01%
1,854
+267
4514
$89K ﹤0.01%
+2,981
4515
$88K ﹤0.01%
5,032
-191
4516
$88K ﹤0.01%
3,407
-6,709
4517
$88K ﹤0.01%
1,065
-155,263
4518
$88K ﹤0.01%
6,806
+6,420
4519
$88K ﹤0.01%
2,550
+725
4520
$88K ﹤0.01%
7,636
-2,279
4521
$88K ﹤0.01%
189,770
+21,000
4522
$88K ﹤0.01%
35,246
+6,693
4523
$87K ﹤0.01%
14,755
+4,177
4524
$87K ﹤0.01%
8,500
-8,861
4525
$87K ﹤0.01%
1,934
-3,759