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
3651
$369K ﹤0.01%
95,468
+95,454
3652
$368K ﹤0.01%
192,755
-17,863
3653
$367K ﹤0.01%
5,000
+4,717
3654
$366K ﹤0.01%
26,860
+256
3655
$364K ﹤0.01%
2,001
+1
3656
$363K ﹤0.01%
12,420
-2,687
3657
$363K ﹤0.01%
27,065
-500
3658
$363K ﹤0.01%
7,529
+104
3659
$362K ﹤0.01%
+8,066
3660
$360K ﹤0.01%
17,101
-7
3661
$360K ﹤0.01%
23,400
-592
3662
$358K ﹤0.01%
4,108
+265
3663
$357K ﹤0.01%
18,749
-2,413
3664
$357K ﹤0.01%
19,096
-65,695
3665
$356K ﹤0.01%
6,326
-25,426
3666
$356K ﹤0.01%
11,610
-14,108
3667
$353K ﹤0.01%
19,979
-92,326
3668
$353K ﹤0.01%
105,582
-7,725
3669
$353K ﹤0.01%
39,294
-4
3670
$352K ﹤0.01%
51,287
+20,414
3671
$352K ﹤0.01%
20,233
+5,244
3672
$352K ﹤0.01%
17,836
-30,097
3673
$352K ﹤0.01%
32,578
+25,283
3674
$352K ﹤0.01%
11,164
+5,262
3675
$350K ﹤0.01%
46,902
-38,501