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
2751
$1.35M ﹤0.01%
31,826
+2,781
2752
$1.35M ﹤0.01%
18,604
-95,888
2753
$1.35M ﹤0.01%
55,369
+22,050
2754
$1.34M ﹤0.01%
5,074
+553
2755
$1.34M ﹤0.01%
36,919
-47,188
2756
$1.34M ﹤0.01%
47,923
-23,672
2757
$1.33M ﹤0.01%
115,590
+20,580
2758
$1.33M ﹤0.01%
68,351
+10,915
2759
$1.33M ﹤0.01%
36,186
+15,684
2760
$1.33M ﹤0.01%
46,416
-7,094
2761
$1.33M ﹤0.01%
21,986
+1,621
2762
$1.32M ﹤0.01%
37,035
-6,645
2763
$1.32M ﹤0.01%
53,987
-1,982
2764
$1.32M ﹤0.01%
61,732
+14
2765
$1.32M ﹤0.01%
93,245
+27,804
2766
$1.32M ﹤0.01%
42,230
-7,173
2767
$1.32M ﹤0.01%
52,182
-180,470
2768
$1.32M ﹤0.01%
106,056
+94,056
2769
$1.32M ﹤0.01%
59,320
-43,254
2770
$1.32M ﹤0.01%
24,361
-1,350
2771
$1.31M ﹤0.01%
35,881
-4,532
2772
$1.31M ﹤0.01%
101,236
-36,897
2773
$1.31M ﹤0.01%
20,461
-8,105
2774
$1.31M ﹤0.01%
32,641
-18,111
2775
$1.31M ﹤0.01%
240,444
+103,887