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
3501
$469K ﹤0.01%
25,860
-42,489
3502
$469K ﹤0.01%
21,726
+5,753
3503
$468K ﹤0.01%
1,706
-3,440
3504
$468K ﹤0.01%
19,085
-1,154
3505
$468K ﹤0.01%
13,260
-22,177
3506
$466K ﹤0.01%
29,820
-73,034
3507
$465K ﹤0.01%
34,799
-900
3508
$463K ﹤0.01%
298,205
+1,204
3509
$462K ﹤0.01%
10,266
-7,507
3510
$462K ﹤0.01%
34,425
-22,876
3511
$462K ﹤0.01%
23,864
+13,403
3512
$461K ﹤0.01%
21,222
-465
3513
$461K ﹤0.01%
359,952
-482,832
3514
$460K ﹤0.01%
25,461
-3,950
3515
$460K ﹤0.01%
20,870
+6,323
3516
$459K ﹤0.01%
13,449
-2,697
3517
$458K ﹤0.01%
29,105
+2,367
3518
$458K ﹤0.01%
37,416
+128
3519
$458K ﹤0.01%
30,415
-8,001
3520
$456K ﹤0.01%
124,289
+117,889
3521
$456K ﹤0.01%
10,201
-2,945
3522
$456K ﹤0.01%
25,090
-13,107
3523
$455K ﹤0.01%
4,670
-4,353
3524
$454K ﹤0.01%
8,835
-43,971
3525
$454K ﹤0.01%
22,228
-5,501