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
2726
$1.4M ﹤0.01%
76,202
-19,178
2727
$1.4M ﹤0.01%
16,177
-1,131
2728
$1.4M ﹤0.01%
26,214
-6,108
2729
$1.4M ﹤0.01%
307,552
-223,472
2730
$1.4M ﹤0.01%
6,415
+6,388
2731
$1.4M ﹤0.01%
48,004
-922
2732
$1.4M ﹤0.01%
77,305
-85,906
2733
$1.4M ﹤0.01%
35,168
-4,006
2734
$1.39M ﹤0.01%
22,333
-747
2735
$1.39M ﹤0.01%
29,757
+1,272
2736
$1.39M ﹤0.01%
182,778
-65,286
2737
$1.39M ﹤0.01%
76,271
-37,112
2738
$1.39M ﹤0.01%
22,830
-13,606
2739
$1.39M ﹤0.01%
96,971
-14,348
2740
$1.38M ﹤0.01%
9,012
-1,812
2741
$1.38M ﹤0.01%
148,740
-21,291
2742
$1.38M ﹤0.01%
55,470
-10,429
2743
$1.38M ﹤0.01%
32,396
-8,843
2744
$1.37M ﹤0.01%
64,797
-33,792
2745
$1.37M ﹤0.01%
5,263
+2,250
2746
$1.37M ﹤0.01%
45,605
-36,303
2747
$1.37M ﹤0.01%
25,485
+24,610
2748
$1.36M ﹤0.01%
41,499
-920
2749
$1.36M ﹤0.01%
49,362
-48,292
2750
$1.35M ﹤0.01%
1,138,564
+219,003