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
3051
$898K ﹤0.01%
45,049
-762
3052
$897K ﹤0.01%
20,636
-10,492
3053
$896K ﹤0.01%
23,980
+4,519
3054
$896K ﹤0.01%
21,820
-14,901
3055
$896K ﹤0.01%
33,917
-37,401
3056
$894K ﹤0.01%
13,651
-12,715
3057
$893K ﹤0.01%
91,600
-22,827
3058
$892K ﹤0.01%
84,300
-11,216
3059
$892K ﹤0.01%
13,813
-1,545
3060
$890K ﹤0.01%
90,747
+29,667
3061
$890K ﹤0.01%
8,036
-1,688
3062
$890K ﹤0.01%
68,563
-7,045
3063
$890K ﹤0.01%
6,389
-112
3064
$889K ﹤0.01%
26,189
-4,868
3065
$889K ﹤0.01%
+30,762
3066
$883K ﹤0.01%
9,337
+7,068
3067
$879K ﹤0.01%
48,324
+36,995
3068
$878K ﹤0.01%
93,916
-1,346
3069
$877K ﹤0.01%
8,313
-7,098
3070
$876K ﹤0.01%
95,598
-5,874
3071
$875K ﹤0.01%
9,625
-693
3072
$875K ﹤0.01%
94,940
-226,796
3073
$875K ﹤0.01%
68,592
+14,488
3074
$874K ﹤0.01%
169,752
-35,701
3075
$874K ﹤0.01%
46,495
-15,386