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
2126
$3.3M ﹤0.01%
43,747
-33,039
2127
$3.29M ﹤0.01%
100,670
+21,455
2128
$3.27M ﹤0.01%
1,594,172
-1,279,273
2129
$3.27M ﹤0.01%
71,445
+15,131
2130
$3.27M ﹤0.01%
286,501
+99,433
2131
$3.27M ﹤0.01%
125,880
+60,405
2132
$3.26M ﹤0.01%
91,147
+36,851
2133
$3.26M ﹤0.01%
85,381
-75,319
2134
$3.26M ﹤0.01%
321,764
+26,015
2135
$3.25M ﹤0.01%
290,731
+27,526
2136
$3.25M ﹤0.01%
41,276
-10,346
2137
$3.24M ﹤0.01%
141,493
+15,534
2138
$3.23M ﹤0.01%
128,146
+52,080
2139
$3.22M ﹤0.01%
565,693
+291,854
2140
$3.22M ﹤0.01%
123,705
+192
2141
$3.22M ﹤0.01%
64,603
+8,836
2142
$3.21M ﹤0.01%
90,214
+19,594
2143
$3.21M ﹤0.01%
240,412
-8,365
2144
$3.21M ﹤0.01%
342,986
-221,961
2145
$3.2M ﹤0.01%
76,717
-49,984
2146
$3.2M ﹤0.01%
+323,686
2147
$3.19M ﹤0.01%
52,793
+12,733
2148
$3.18M ﹤0.01%
26,579
-2,066
2149
$3.16M ﹤0.01%
151,429
+2,419
2150
$3.15M ﹤0.01%
191,938
+54,496