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
2576
$1.68M ﹤0.01%
32,341
-45,494
2577
$1.68M ﹤0.01%
10,043
+1,715
2578
$1.68M ﹤0.01%
49,810
-26,798
2579
$1.68M ﹤0.01%
9,260
-2,147
2580
$1.68M ﹤0.01%
97,756
-45,466
2581
$1.67M ﹤0.01%
29,941
-7,398
2582
$1.67M ﹤0.01%
73,299
+55,644
2583
$1.67M ﹤0.01%
48,628
-32,699
2584
$1.67M ﹤0.01%
70,648
-55,232
2585
$1.66M ﹤0.01%
49,773
+7,750
2586
$1.66M ﹤0.01%
17,741
-3,435
2587
$1.66M ﹤0.01%
109,467
-2,164
2588
$1.66M ﹤0.01%
37,053
-2,664
2589
$1.66M ﹤0.01%
25,752
+19,916
2590
$1.66M ﹤0.01%
52,054
-2,036
2591
$1.65M ﹤0.01%
64,034
+22,334
2592
$1.65M ﹤0.01%
97,581
+7,106
2593
$1.65M ﹤0.01%
90,813
-25,673
2594
$1.65M ﹤0.01%
134,990
+120,052
2595
$1.65M ﹤0.01%
60,240
+15,821
2596
$1.65M ﹤0.01%
25,763
+18,078
2597
$1.65M ﹤0.01%
104,241
+10,879
2598
$1.65M ﹤0.01%
41,662
-14,883
2599
$1.65M ﹤0.01%
5,592
+3,745
2600
$1.65M ﹤0.01%
24,331
+5,378