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
3451
$497K ﹤0.01%
71,985
-5,499
3452
$497K ﹤0.01%
70,850
-24,250
3453
$496K ﹤0.01%
34,518
-7,961
3454
$496K ﹤0.01%
32,848
-1,365
3455
$495K ﹤0.01%
12,768
-800
3456
$495K ﹤0.01%
38,904
-5,382
3457
$494K ﹤0.01%
19,330
+1,218
3458
$494K ﹤0.01%
24,169
-815
3459
$493K ﹤0.01%
27,592
+18,741
3460
$493K ﹤0.01%
4,632
-850
3461
$493K ﹤0.01%
23,000
-1,100
3462
$491K ﹤0.01%
21,216
-2,137
3463
$491K ﹤0.01%
7,945
+506
3464
$491K ﹤0.01%
16,184
-11,002
3465
$488K ﹤0.01%
44,126
-17,658
3466
$488K ﹤0.01%
14,273
-4,364
3467
$487K ﹤0.01%
36,693
+8,887
3468
$487K ﹤0.01%
40,229
-5,281
3469
$487K ﹤0.01%
11,751
-21,517
3470
$486K ﹤0.01%
26,750
+26,714
3471
$486K ﹤0.01%
34,691
-8,227
3472
$486K ﹤0.01%
18,980
-7,249
3473
$486K ﹤0.01%
19,323
-7,960
3474
$484K ﹤0.01%
37,939
-2,457
3475
$482K ﹤0.01%
16,866
-19,311