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
3126
$820K ﹤0.01%
32,019
-15,122
3127
$819K ﹤0.01%
63,225
-19,651
3128
$819K ﹤0.01%
29,491
-57,024
3129
$818K ﹤0.01%
11,252
-23,727
3130
$817K ﹤0.01%
52,920
-51,956
3131
$816K ﹤0.01%
21,767
-2,387
3132
$815K ﹤0.01%
52,827
-19,050
3133
$814K ﹤0.01%
23,045
-15,550
3134
$814K ﹤0.01%
37,371
+2,207
3135
$812K ﹤0.01%
28,023
-305
3136
$811K ﹤0.01%
17,107
-899
3137
$810K ﹤0.01%
75,239
+65,333
3138
$803K ﹤0.01%
37,189
-36,984
3139
$803K ﹤0.01%
19,327
-18,874
3140
$799K ﹤0.01%
30,417
-32,520
3141
$795K ﹤0.01%
63,274
-8,068
3142
$795K ﹤0.01%
63,648
+2,422
3143
$794K ﹤0.01%
56,337
-2,697
3144
$791K ﹤0.01%
11,770
-23,066
3145
$790K ﹤0.01%
57,844
-42,574
3146
$790K ﹤0.01%
45,407
-63,625
3147
$789K ﹤0.01%
69,810
-30,336
3148
$787K ﹤0.01%
22,908
-20
3149
$787K ﹤0.01%
37,620
+2,450
3150
$786K ﹤0.01%
28,700
-7,995