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
2051
$3.71M ﹤0.01%
128,966
-14,862
2052
$3.71M ﹤0.01%
452,883
+45,974
2053
$3.7M ﹤0.01%
501,266
+225,817
2054
$3.69M ﹤0.01%
155,091
+76,794
2055
$3.69M ﹤0.01%
157,661
-78,327
2056
$3.69M ﹤0.01%
59,278
+2,325
2057
$3.69M ﹤0.01%
84,311
+20,415
2058
$3.68M ﹤0.01%
1,004,886
-29,441
2059
$3.68M ﹤0.01%
106,699
+82,583
2060
$3.68M ﹤0.01%
717,909
+140,330
2061
$3.67M ﹤0.01%
172,437
+46,129
2062
$3.64M ﹤0.01%
149,983
-30,009
2063
$3.63M ﹤0.01%
133,185
-33,912
2064
$3.62M ﹤0.01%
126,232
+10,556
2065
$3.62M ﹤0.01%
40,826
+4,407
2066
$3.61M ﹤0.01%
642,473
+161,288
2067
$3.61M ﹤0.01%
31,534
+7,551
2068
$3.6M ﹤0.01%
160,476
-102,568
2069
$3.58M ﹤0.01%
59,876
-9,162
2070
$3.57M ﹤0.01%
75,087
-41,723
2071
$3.56M ﹤0.01%
114,447
+70,443
2072
$3.56M ﹤0.01%
156,292
+5,751
2073
$3.55M ﹤0.01%
1,857
-3,605
2074
$3.54M ﹤0.01%
259,286
+3,509
2075
$3.54M ﹤0.01%
80,062
-25,763