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
3201
$735K ﹤0.01%
28,119
-11,789
3202
$735K ﹤0.01%
66,502
+22,035
3203
$734K ﹤0.01%
39,112
-5,408
3204
$734K ﹤0.01%
17,561
-19,369
3205
$734K ﹤0.01%
6,797
-21,968
3206
$734K ﹤0.01%
19,891
+10,462
3207
$730K ﹤0.01%
10,504
-13,523
3208
$726K ﹤0.01%
13,486
-2,227
3209
$724K ﹤0.01%
48,347
+9,979
3210
$723K ﹤0.01%
42,255
+5,088
3211
$723K ﹤0.01%
58,071
-24,869
3212
$722K ﹤0.01%
27,038
+21,070
3213
$721K ﹤0.01%
32,995
+3,299
3214
$721K ﹤0.01%
13,844
+5,287
3215
$720K ﹤0.01%
58,131
-14,510
3216
$714K ﹤0.01%
24,348
-11,435
3217
$712K ﹤0.01%
22,502
-5,178
3218
$712K ﹤0.01%
28,035
+1,692
3219
$712K ﹤0.01%
24,430
-10,064
3220
$711K ﹤0.01%
14,725
-6,287
3221
$711K ﹤0.01%
10,778
-2,373
3222
$709K ﹤0.01%
15,521
-3,655
3223
$706K ﹤0.01%
+15,686
3224
$705K ﹤0.01%
2,219
-26,782
3225
$705K ﹤0.01%
56,373
-17,920