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
1101
$16.8M 0.01%
307,626
-30,967
1102
$16.8M 0.01%
631,550
+193,961
1103
$16.7M 0.01%
1,322,246
-158,034
1104
$16.7M 0.01%
430,386
+125,153
1105
$16.6M 0.01%
311,117
-876
1106
$16.6M 0.01%
239,956
+11,896
1107
$16.6M 0.01%
240,714
-41,614
1108
$16.5M 0.01%
367,248
+267,371
1109
$16.5M 0.01%
461,763
+437,767
1110
$16.5M 0.01%
219,741
+13,321
1111
$16.5M 0.01%
327,789
+8,215
1112
$16.4M 0.01%
361,442
-47,028
1113
$16.4M 0.01%
828,968
-29,006
1114
$16.4M 0.01%
181,411
-91,860
1115
$16.4M 0.01%
463,874
-4,732
1116
$16.3M 0.01%
776,833
+30,684
1117
$16.3M 0.01%
898,175
-216,545
1118
$16.3M 0.01%
67,053
+3,464
1119
$16.3M 0.01%
267,515
+258,737
1120
$16.2M 0.01%
323,544
-341,932
1121
$16.2M 0.01%
333,583
+18,025
1122
$16.2M 0.01%
626,906
+22,046
1123
$16.2M 0.01%
363,092
-8,476
1124
$16.2M 0.01%
616,064
-380,199
1125
$16.1M 0.01%
525,639
+19,557