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
2651
$1.53M ﹤0.01%
103,243
-49,111
2652
$1.53M ﹤0.01%
125,463
-6,687
2653
$1.53M ﹤0.01%
65,068
-8,712
2654
$1.52M ﹤0.01%
117,713
-45,835
2655
$1.52M ﹤0.01%
73,806
+48,063
2656
$1.52M ﹤0.01%
67,290
+12,498
2657
$1.52M ﹤0.01%
112,794
+18,720
2658
$1.52M ﹤0.01%
51,860
-14,338
2659
$1.52M ﹤0.01%
35,028
-26,529
2660
$1.51M ﹤0.01%
77,903
+12,591
2661
$1.51M ﹤0.01%
12,968
-11,012
2662
$1.51M ﹤0.01%
123,402
-56,315
2663
$1.51M ﹤0.01%
14,895
-24,212
2664
$1.51M ﹤0.01%
18,025
-9,564
2665
$1.51M ﹤0.01%
39,549
-1,441
2666
$1.51M ﹤0.01%
71,978
+37,321
2667
$1.5M ﹤0.01%
39,028
+10,963
2668
$1.5M ﹤0.01%
9,124
-2,793
2669
$1.5M ﹤0.01%
18,220
-177
2670
$1.5M ﹤0.01%
70,318
+44,089
2671
$1.5M ﹤0.01%
50,536
-51,981
2672
$1.49M ﹤0.01%
40,819
-23,175
2673
$1.49M ﹤0.01%
47,802
+19,321
2674
$1.49M ﹤0.01%
350,176
-233,385
2675
$1.49M ﹤0.01%
108,404
+24,353