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
3101
$848K ﹤0.01%
42,381
+15,243
3102
$847K ﹤0.01%
67,729
-1,973
3103
$844K ﹤0.01%
41,988
+14,957
3104
$844K ﹤0.01%
14,122
-3,302
3105
$843K ﹤0.01%
59,753
-21,904
3106
$842K ﹤0.01%
34,177
+16,711
3107
$842K ﹤0.01%
28,890
-11,406
3108
$841K ﹤0.01%
34,291
-16,669
3109
$840K ﹤0.01%
40,453
+29,623
3110
$834K ﹤0.01%
13,367
-5,244
3111
$834K ﹤0.01%
63,102
-22,339
3112
$833K ﹤0.01%
5,232
-33,558
3113
$831K ﹤0.01%
42,871
-8,571
3114
$831K ﹤0.01%
68,118
-36,596
3115
$828K ﹤0.01%
69,704
3116
$828K ﹤0.01%
64,056
-366,875
3117
$827K ﹤0.01%
95,269
-104,794
3118
$826K ﹤0.01%
30,914
-151,078
3119
$825K ﹤0.01%
11,834
+1,735
3120
$824K ﹤0.01%
30,010
+2,411
3121
$824K ﹤0.01%
34,820
+4,083
3122
$823K ﹤0.01%
55,260
-31,757
3123
$823K ﹤0.01%
11,233
-8,776
3124
$822K ﹤0.01%
58,800
-9,300
3125
$821K ﹤0.01%
19,566
-13,150