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
1501
$8.48M ﹤0.01%
736,763
+619,719
1502
$8.46M ﹤0.01%
178,032
-32,075
1503
$8.46M ﹤0.01%
126,420
+9,954
1504
$8.46M ﹤0.01%
562,401
-394,949
1505
$8.44M ﹤0.01%
189,360
+4,222
1506
$8.43M ﹤0.01%
87,791
+23,602
1507
$8.4M ﹤0.01%
142,356
+55,720
1508
$8.38M ﹤0.01%
204,465
+62,903
1509
$8.37M ﹤0.01%
485,289
-4,426
1510
$8.35M ﹤0.01%
195,881
-43,273
1511
$8.34M ﹤0.01%
328,012
-9,261
1512
$8.32M ﹤0.01%
79,344
+6,133
1513
$8.32M ﹤0.01%
578,373
+213,291
1514
$8.3M ﹤0.01%
592,723
+74,502
1515
$8.3M ﹤0.01%
119,043
-9,354
1516
$8.27M ﹤0.01%
1,016,420
-11,108
1517
$8.27M ﹤0.01%
699,064
-919,354
1518
$8.26M ﹤0.01%
187,344
-45,125
1519
$8.26M ﹤0.01%
143,337
-26,096
1520
$8.25M ﹤0.01%
141,000
-49,988
1521
$8.24M ﹤0.01%
189,749
+41,150
1522
$8.23M ﹤0.01%
51,136
-16,309
1523
$8.23M ﹤0.01%
371,107
+137,664
1524
$8.23M ﹤0.01%
455,031
+327,553
1525
$8.21M ﹤0.01%
245,586
-55,510