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
1926
$4.42M ﹤0.01%
391,884
-242,468
1927
$4.42M ﹤0.01%
117,158
+7,626
1928
$4.39M ﹤0.01%
178,682
-54,013
1929
$4.39M ﹤0.01%
136,757
+25,836
1930
$4.36M ﹤0.01%
65,984
-4,411
1931
$4.35M ﹤0.01%
151,324
+77,857
1932
$4.35M ﹤0.01%
86,485
+77,033
1933
$4.34M ﹤0.01%
119,743
+29,801
1934
$4.34M ﹤0.01%
275,228
+11,732
1935
$4.33M ﹤0.01%
109,897
-71,015
1936
$4.33M ﹤0.01%
303,168
+12,395
1937
$4.32M ﹤0.01%
270,374
+79
1938
$4.32M ﹤0.01%
312,655
+217,652
1939
$4.31M ﹤0.01%
93,111
+22,145
1940
$4.31M ﹤0.01%
168,831
-167,182
1941
$4.3M ﹤0.01%
324,833
+122,421
1942
$4.28M ﹤0.01%
355,760
-443,014
1943
$4.27M ﹤0.01%
41,435
-12,148
1944
$4.27M ﹤0.01%
262,987
-100,216
1945
$4.26M ﹤0.01%
97,880
+49,961
1946
$4.25M ﹤0.01%
120,892
+6,842
1947
$4.25M ﹤0.01%
125,174
+17,974
1948
$4.25M ﹤0.01%
95,541
+26,901
1949
$4.25M ﹤0.01%
87,073
+15,626
1950
$4.24M ﹤0.01%
134,920
+9,249