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
4801
$44K ﹤0.01%
10
+1
4802
$43K ﹤0.01%
2,081
-6,172
4803
$43K ﹤0.01%
+1,265
4804
$43K ﹤0.01%
2,549
-2,885
4805
$43K ﹤0.01%
3,265
4806
$43K ﹤0.01%
1,610
-454
4807
$43K ﹤0.01%
2,516
-1,489
4808
$43K ﹤0.01%
2,121
+1,771
4809
$43K ﹤0.01%
3,756
+561
4810
$43K ﹤0.01%
1,500
4811
$43K ﹤0.01%
23,476
-25,765
4812
$43K ﹤0.01%
5,405
-1,217
4813
$43K ﹤0.01%
12,704
4814
$43K ﹤0.01%
1,021
+207
4815
$43K ﹤0.01%
2,679
+2,491
4816
$42K ﹤0.01%
15,013
-491
4817
$42K ﹤0.01%
1,400
-1,978
4818
$42K ﹤0.01%
1,732
-716
4819
$42K ﹤0.01%
3,038
+2,488
4820
$42K ﹤0.01%
5,468
+465
4821
$42K ﹤0.01%
7,552
-2,160
4822
$41K ﹤0.01%
770
-95
4823
$41K ﹤0.01%
17,499
+15,749
4824
$41K ﹤0.01%
1,568
+933
4825
$41K ﹤0.01%
+4,114