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
3226
$705K ﹤0.01%
146,831
-1,245
3227
$704K ﹤0.01%
124,747
+121,938
3228
$704K ﹤0.01%
33,832
-19,484
3229
$700K ﹤0.01%
28,596
-34,578
3230
$699K ﹤0.01%
40,070
-11,773
3231
$699K ﹤0.01%
49,394
-5,229
3232
$698K ﹤0.01%
41,333
-6,324
3233
$693K ﹤0.01%
20,538
-17,032
3234
$692K ﹤0.01%
53,466
-53,189
3235
$691K ﹤0.01%
25,608
-11,727
3236
$691K ﹤0.01%
13,528
-9,140
3237
$691K ﹤0.01%
37,404
+10,077
3238
$690K ﹤0.01%
48,398
+520
3239
$690K ﹤0.01%
53,859
-18,134
3240
$689K ﹤0.01%
91,885
-9,548
3241
$687K ﹤0.01%
47,046
-534,756
3242
$687K ﹤0.01%
117,481
-37,857
3243
$686K ﹤0.01%
16,816
-11,316
3244
$685K ﹤0.01%
38,420
-6,694
3245
$685K ﹤0.01%
9,970
-952
3246
$685K ﹤0.01%
13,966
-1,383
3247
$681K ﹤0.01%
1,863
3248
$680K ﹤0.01%
6,850
-1,791
3249
$678K ﹤0.01%
11,441
-6,523
3250
$678K ﹤0.01%
17,992
-82,599