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
2326
$2.45M ﹤0.01%
32,016
+15,935
2327
$2.45M ﹤0.01%
79,113
+31,124
2328
$2.45M ﹤0.01%
162,406
+17,387
2329
$2.44M ﹤0.01%
7,883
+7,386
2330
$2.44M ﹤0.01%
102,774
-80,154
2331
$2.44M ﹤0.01%
98,531
+6,699
2332
$2.43M ﹤0.01%
531,024
+26,216
2333
$2.43M ﹤0.01%
27,589
+4,019
2334
$2.43M ﹤0.01%
505,853
+311,110
2335
$2.42M ﹤0.01%
27,354
+15,460
2336
$2.42M ﹤0.01%
695,124
+15,670
2337
$2.41M ﹤0.01%
93,443
-950,058
2338
$2.41M ﹤0.01%
93,347
+29,093
2339
$2.41M ﹤0.01%
293,590
+5,275
2340
$2.41M ﹤0.01%
211,534
-3,263
2341
$2.41M ﹤0.01%
170,857
-225,854
2342
$2.4M ﹤0.01%
241,352
-47,000
2343
$2.4M ﹤0.01%
26,211
-2,417
2344
$2.4M ﹤0.01%
156,888
-1,322
2345
$2.39M ﹤0.01%
152,910
+22,407
2346
$2.39M ﹤0.01%
+95,716
2347
$2.39M ﹤0.01%
112,708
-31,271
2348
$2.39M ﹤0.01%
57,608
-6,770
2349
$2.38M ﹤0.01%
48,227
-13,085
2350
$2.38M ﹤0.01%
61,557
+19,702