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
1751
$5.78M ﹤0.01%
186,075
+67,743
1752
$5.77M ﹤0.01%
146,540
+9,050
1753
$5.75M ﹤0.01%
81,979
+5,202
1754
$5.75M ﹤0.01%
171,151
-16,958
1755
$5.74M ﹤0.01%
177,400
+90,810
1756
$5.73M ﹤0.01%
561,486
+559,406
1757
$5.72M ﹤0.01%
83,051
+60,338
1758
$5.72M ﹤0.01%
140,616
+950
1759
$5.72M ﹤0.01%
362,920
-4,804
1760
$5.71M ﹤0.01%
244,766
-270,138
1761
$5.7M ﹤0.01%
85,755
+72,946
1762
$5.69M ﹤0.01%
226,388
-2,713
1763
$5.68M ﹤0.01%
141,123
-8,643
1764
$5.68M ﹤0.01%
104,456
+10,381
1765
$5.67M ﹤0.01%
81,930
-64,581
1766
$5.66M ﹤0.01%
326,373
-85,975
1767
$5.65M ﹤0.01%
342,662
-10,322
1768
$5.63M ﹤0.01%
234,644
+209,295
1769
$5.63M ﹤0.01%
158,493
-107,047
1770
$5.62M ﹤0.01%
85,878
-7,028
1771
$5.61M ﹤0.01%
270,426
-103,542
1772
$5.6M ﹤0.01%
54,419
+7,912
1773
$5.59M ﹤0.01%
73,183
-15,327
1774
$5.59M ﹤0.01%
461,289
-5,686
1775
$5.59M ﹤0.01%
348,134
+22,545