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
2526
$1.84M ﹤0.01%
54,787
-4,884
2527
$1.84M ﹤0.01%
58,679
2528
$1.83M ﹤0.01%
60,392
+3,275
2529
$1.83M ﹤0.01%
5,921
+2,429
2530
$1.83M ﹤0.01%
133,660
+15,963
2531
$1.83M ﹤0.01%
96,752
-11,373
2532
$1.83M ﹤0.01%
98,714
+23,519
2533
$1.82M ﹤0.01%
61,222
-34,494
2534
$1.82M ﹤0.01%
92,134
-362,897
2535
$1.82M ﹤0.01%
137,787
+24,455
2536
$1.81M ﹤0.01%
36,266
-22,534
2537
$1.8M ﹤0.01%
66,482
-25,575
2538
$1.79M ﹤0.01%
101,575
-17,059
2539
$1.79M ﹤0.01%
18,835
+4,064
2540
$1.78M ﹤0.01%
43,287
-5,537
2541
$1.78M ﹤0.01%
90,132
+88,031
2542
$1.78M ﹤0.01%
267,825
+261,718
2543
$1.78M ﹤0.01%
10,257
+3,507
2544
$1.77M ﹤0.01%
27,401
+15,561
2545
$1.77M ﹤0.01%
36,788
+82
2546
$1.77M ﹤0.01%
57,034
-20,561
2547
$1.76M ﹤0.01%
57,853
-4,505
2548
$1.75M ﹤0.01%
389,544
+87,798
2549
$1.75M ﹤0.01%
36,854
+1,426
2550
$1.75M ﹤0.01%
287,584
-563,276