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
3026
$932K ﹤0.01%
35,049
+6,488
3027
$931K ﹤0.01%
27,872
+22,664
3028
$931K ﹤0.01%
36,213
+10,236
3029
$930K ﹤0.01%
38,004
-83,057
3030
$928K ﹤0.01%
30,246
-5,940
3031
$928K ﹤0.01%
21,118
-8,033
3032
$927K ﹤0.01%
38,123
-10,994
3033
$926K ﹤0.01%
19,912
-26,718
3034
$924K ﹤0.01%
12,100
-74,385
3035
$924K ﹤0.01%
36,964
+8,920
3036
$923K ﹤0.01%
98,042
-26,554
3037
$921K ﹤0.01%
48,755
-1,295
3038
$921K ﹤0.01%
59,198
-25,088
3039
$919K ﹤0.01%
39,500
-21,677
3040
$918K ﹤0.01%
27,333
-1,421
3041
$914K ﹤0.01%
17,478
+5,123
3042
$913K ﹤0.01%
74,040
-53,161
3043
$912K ﹤0.01%
36,708
-77,739
3044
$912K ﹤0.01%
145,489
+108,883
3045
$910K ﹤0.01%
18,193
+5,713
3046
$908K ﹤0.01%
76,506
+1,185
3047
$907K ﹤0.01%
27,527
-81,041
3048
$905K ﹤0.01%
53,347
+113
3049
$904K ﹤0.01%
33,481
+31,871
3050
$901K ﹤0.01%
53,990
-8,194