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
3326
$606K ﹤0.01%
77,751
+37,787
3327
$606K ﹤0.01%
90,300
-108,569
3328
$606K ﹤0.01%
12,667
-2,825
3329
$604K ﹤0.01%
16,581
+5,572
3330
$604K ﹤0.01%
41,743
+18,764
3331
$604K ﹤0.01%
51,905
-21,336
3332
$604K ﹤0.01%
44,350
+17,426
3333
$603K ﹤0.01%
52,673
-20,209
3334
$601K ﹤0.01%
23,920
+2,800
3335
$601K ﹤0.01%
28,693
+27,132
3336
$600K ﹤0.01%
35,457
+22,507
3337
$599K ﹤0.01%
+2,470
3338
$599K ﹤0.01%
34,581
+6,116
3339
$597K ﹤0.01%
10,345
-7,504
3340
$597K ﹤0.01%
21,668
-3,404
3341
$596K ﹤0.01%
1,401
+103
3342
$596K ﹤0.01%
29,074
-2,640
3343
$596K ﹤0.01%
26,335
+4,704
3344
$595K ﹤0.01%
44,766
-11,543
3345
$595K ﹤0.01%
34,856
-9,755
3346
$593K ﹤0.01%
20,287
+12,078
3347
$587K ﹤0.01%
67,030
-123
3348
$587K ﹤0.01%
22,158
-224,094
3349
$587K ﹤0.01%
120,828
+4,961
3350
$586K ﹤0.01%
89,036
-235,616