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
5026
$25K ﹤0.01%
1,208
-90,959
5027
$25K ﹤0.01%
2,000
-2,500
5028
$25K ﹤0.01%
8,091
+4,715
5029
$24K ﹤0.01%
2,518
-51
5030
$24K ﹤0.01%
720
-7,371
5031
$24K ﹤0.01%
1,032
-2,624
5032
$24K ﹤0.01%
300
-9
5033
$24K ﹤0.01%
2,390
+115
5034
$24K ﹤0.01%
892
-4
5035
$24K ﹤0.01%
56
-131
5036
$24K ﹤0.01%
1,790
-6,118
5037
$24K ﹤0.01%
+400
5038
$24K ﹤0.01%
28,703
-119,699
5039
$23K ﹤0.01%
15,014
-2,225
5040
$23K ﹤0.01%
400
5041
$23K ﹤0.01%
+500
5042
$23K ﹤0.01%
1,018
+18
5043
$23K ﹤0.01%
18
+6
5044
$23K ﹤0.01%
285
-2,274
5045
$23K ﹤0.01%
736
-455
5046
$23K ﹤0.01%
2,448
-397
5047
$23K ﹤0.01%
1,000
-812
5048
$23K ﹤0.01%
3,400
+1,580
5049
$23K ﹤0.01%
2,047
+495
5050
$23K ﹤0.01%
+5,588