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
2551
$1.75M ﹤0.01%
83,851
-39,151
2552
$1.75M ﹤0.01%
351,809
-1,690,409
2553
$1.74M ﹤0.01%
246,394
+19,081
2554
$1.74M ﹤0.01%
141,700
-6,192
2555
$1.74M ﹤0.01%
32,369
-15,858
2556
$1.74M ﹤0.01%
52,908
-22,378
2557
$1.74M ﹤0.01%
67,072
+13,664
2558
$1.74M ﹤0.01%
87,311
-12,547
2559
$1.73M ﹤0.01%
62,667
+7,143
2560
$1.72M ﹤0.01%
37,349
-614
2561
$1.72M ﹤0.01%
29,322
-11,186
2562
$1.72M ﹤0.01%
48,110
+31,951
2563
$1.72M ﹤0.01%
38,948
-56
2564
$1.71M ﹤0.01%
22,171
-3,504
2565
$1.71M ﹤0.01%
556,768
-326,629
2566
$1.71M ﹤0.01%
217,334
-46,387
2567
$1.71M ﹤0.01%
47,568
+40,175
2568
$1.7M ﹤0.01%
138,154
-200,390
2569
$1.7M ﹤0.01%
57,750
-75,435
2570
$1.69M ﹤0.01%
52,873
-20,867
2571
$1.69M ﹤0.01%
65,357
+4,159
2572
$1.69M ﹤0.01%
155,602
+26,418
2573
$1.69M ﹤0.01%
55,266
+16,742
2574
$1.68M ﹤0.01%
70,321
-21,279
2575
$1.68M ﹤0.01%
94,916
+56,993