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
1001
$20.5M 0.01%
1,151,528
+367,961
1002
$20.5M 0.01%
291,755
+24,439
1003
$20.4M 0.01%
322,365
-32,321
1004
$20.4M 0.01%
245,403
+33,456
1005
$20.3M 0.01%
2,146,346
-149,501
1006
$20.3M 0.01%
630,948
-51,706
1007
$20.3M 0.01%
133,939
+116,279
1008
$20.3M 0.01%
723,059
+442,998
1009
$20.3M 0.01%
360,248
+41,707
1010
$20.2M 0.01%
335,558
-277,127
1011
$20.2M 0.01%
1,006,645
-991,343
1012
$20.1M 0.01%
397,379
+21,043
1013
$20.1M 0.01%
870,973
+10,860
1014
$20.1M 0.01%
583,520
-168
1015
$20.1M 0.01%
511,053
+137,669
1016
$20.1M 0.01%
387,221
-538,643
1017
$20.1M 0.01%
1,107,112
+196,664
1018
$20.1M 0.01%
294,399
+123,508
1019
$20M 0.01%
748,461
+189,661
1020
$20M 0.01%
653,103
+418,743
1021
$19.8M 0.01%
726,749
-585,109
1022
$19.7M 0.01%
724,791
+517,359
1023
$19.7M 0.01%
1,691,320
-3,536
1024
$19.7M 0.01%
418,120
-184,110
1025
$19.7M 0.01%
1,083,017
+358,587