Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,600
New
Increased
Reduced
Closed

Top Buys

1 +$521M
2 +$388M
3 +$344M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$325M
5
LMT icon
Lockheed Martin
LMT
+$314M

Top Sells

1 +$730M
2 +$588M
3 +$415M
4
JNPR
Juniper Networks
JNPR
+$398M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$394M

Sector Composition

1 Industrials 9.31%
2 Technology 8.1%
3 Healthcare 8.05%
4 Energy 7.98%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.9M ﹤0.01%
68,799
-100,032
2502
$1.9M ﹤0.01%
81,431
+22,605
2503
$1.9M ﹤0.01%
63,929
-6,809
2504
$1.89M ﹤0.01%
44,642
-2,648
2505
$1.89M ﹤0.01%
159,038
+28,935
2506
$1.89M ﹤0.01%
58,251
+2,524
2507
$1.89M ﹤0.01%
27,268
-1,458
2508
$1.89M ﹤0.01%
158,103
-56,628
2509
$1.89M ﹤0.01%
44,042
+18,090
2510
$1.88M ﹤0.01%
79,860
-1,812
2511
$1.88M ﹤0.01%
292,907
+257,200
2512
$1.88M ﹤0.01%
34,797
-5,443
2513
$1.88M ﹤0.01%
58,216
-9,311
2514
$1.88M ﹤0.01%
184,511
+20,907
2515
$1.87M ﹤0.01%
65,190
+10,510
2516
$1.87M ﹤0.01%
62,701
-34,220
2517
$1.87M ﹤0.01%
56,052
-77,869
2518
$1.86M ﹤0.01%
159,793
-11,055
2519
$1.85M ﹤0.01%
71,108
-202
2520
$1.85M ﹤0.01%
35,231
+79
2521
$1.85M ﹤0.01%
93,513
-23,646
2522
$1.85M ﹤0.01%
150,171
-21,810
2523
$1.84M ﹤0.01%
28,244
-13,080
2524
$1.84M ﹤0.01%
35,374
-87,179
2525
$1.84M ﹤0.01%
130,804
+77,151