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
726
$35.7M 0.02%
752,167
+172,484
727
$35.7M 0.02%
965,576
-126,580
728
$35.5M 0.02%
912,639
+96,324
729
$35.5M 0.02%
378,027
-237,037
730
$35M 0.02%
1,439,762
+99,259
731
$34.9M 0.02%
1,505,666
+277,102
732
$34.8M 0.02%
439,722
+143,745
733
$34.8M 0.02%
437,732
+53,659
734
$34.7M 0.02%
474,453
-48,142
735
$34.7M 0.02%
843,797
-5,575
736
$34.7M 0.02%
2,118,959
+260,729
737
$34.7M 0.02%
1,087,092
-148,218
738
$34.6M 0.02%
754,488
+99,275
739
$34.6M 0.02%
1,000,908
+77,254
740
$34.6M 0.02%
465,351
+147,591
741
$34.5M 0.02%
5,901,084
+1,555,856
742
$34.4M 0.02%
971,108
-80,504
743
$34.4M 0.02%
1,668,792
-220,919
744
$34.3M 0.02%
826,546
-811,940
745
$34.1M 0.02%
2,435,801
-294,608
746
$34.1M 0.02%
1,370,277
+230,637
747
$34M 0.02%
846,196
+73,814
748
$33.9M 0.02%
771,416
-34,432
749
$33.9M 0.02%
575,437
+165,433
750
$33.9M 0.02%
1,905,301
+105,345