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
1701
$6.21M ﹤0.01%
245,346
-28,691
1702
$6.21M ﹤0.01%
121,607
+20,559
1703
$6.2M ﹤0.01%
80,029
-76,551
1704
$6.2M ﹤0.01%
153,287
-138,796
1705
$6.19M ﹤0.01%
168,520
-6,866
1706
$6.19M ﹤0.01%
347,648
+277,819
1707
$6.17M ﹤0.01%
531,484
-13,515
1708
$6.17M ﹤0.01%
632,463
-16,539
1709
$6.17M ﹤0.01%
132,252
-92,994
1710
$6.16M ﹤0.01%
174,311
+47,496
1711
$6.16M ﹤0.01%
345,979
-3,309
1712
$6.16M ﹤0.01%
315,021
-20,922
1713
$6.15M ﹤0.01%
102,428
-3,036
1714
$6.14M ﹤0.01%
89,155
+40,134
1715
$6.14M ﹤0.01%
268,895
-331,977
1716
$6.13M ﹤0.01%
132,470
-138,566
1717
$6.13M ﹤0.01%
62,861
+8,927
1718
$6.13M ﹤0.01%
140,923
+119,179
1719
$6.12M ﹤0.01%
92,132
+38,861
1720
$6.08M ﹤0.01%
298,651
+13,161
1721
$6.03M ﹤0.01%
76,178
+4,275
1722
$6.03M ﹤0.01%
217,355
+34,944
1723
$6.03M ﹤0.01%
9,997
+1,370
1724
$6.01M ﹤0.01%
97,134
-3,770
1725
$6.01M ﹤0.01%
119,778
-218,157