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
4951
$30K ﹤0.01%
+1,747
4952
$30K ﹤0.01%
4,099
-170
4953
$30K ﹤0.01%
2,200
+26
4954
$30K ﹤0.01%
39,000
+4,000
4955
$30K ﹤0.01%
1,281
+112
4956
$30K ﹤0.01%
1,000
-378
4957
$30K ﹤0.01%
4,755
-2,390
4958
$30K ﹤0.01%
3,427
+3,065
4959
$30K ﹤0.01%
+3,277
4960
0
4961
$30K ﹤0.01%
1,439
-82
4962
$29K ﹤0.01%
1,506
-569
4963
$29K ﹤0.01%
5,001
+1,933
4964
$29K ﹤0.01%
2,075
-1,500
4965
$29K ﹤0.01%
+1,519
4966
$29K ﹤0.01%
+2,032
4967
$28K ﹤0.01%
3,807
+835
4968
$28K ﹤0.01%
8,275
-3,695
4969
$28K ﹤0.01%
15,000
+9,710
4970
$28K ﹤0.01%
2,120
+809
4971
$28K ﹤0.01%
1,467
-1,141
4972
$28K ﹤0.01%
19,103
4973
$28K ﹤0.01%
4,806
-1,404
4974
$28K ﹤0.01%
+10,000
4975
$28K ﹤0.01%
11,039
+5,039