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
2076
$3.53M ﹤0.01%
199,950
-332,355
2077
$3.53M ﹤0.01%
259,644
+14,855
2078
$3.53M ﹤0.01%
74,080
+21,616
2079
$3.53M ﹤0.01%
190,506
+97,212
2080
$3.53M ﹤0.01%
217,846
+30,061
2081
$3.52M ﹤0.01%
126,820
+75,488
2082
$3.52M ﹤0.01%
296,920
+26,990
2083
$3.51M ﹤0.01%
393,839
-15,564
2084
$3.51M ﹤0.01%
189,963
-103,809
2085
$3.5M ﹤0.01%
130,938
-85,896
2086
$3.49M ﹤0.01%
296,700
-36,546
2087
$3.49M ﹤0.01%
370,863
-105,117
2088
$3.49M ﹤0.01%
42,538
-1,670
2089
$3.49M ﹤0.01%
307,605
-117,776
2090
$3.49M ﹤0.01%
82,213
+457
2091
$3.48M ﹤0.01%
93,293
+10,812
2092
$3.48M ﹤0.01%
15,933
+519
2093
$3.47M ﹤0.01%
137,809
-20,267
2094
$3.46M ﹤0.01%
240,588
+132,217
2095
$3.45M ﹤0.01%
280,108
+52,408
2096
$3.44M ﹤0.01%
173,144
-8,205
2097
$3.44M ﹤0.01%
127,123
-8,774
2098
$3.44M ﹤0.01%
128,203
-157,478
2099
$3.43M ﹤0.01%
49,387
+9,118
2100
$3.43M ﹤0.01%
143,508
-11,344