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
4526
$73K ﹤0.01%
2,613
-19,686
4527
$73K ﹤0.01%
+2,393
4528
$73K ﹤0.01%
1,502
-557
4529
$73K ﹤0.01%
+1,800
4530
$72K ﹤0.01%
7,941
-5,080
4531
$72K ﹤0.01%
4,689
+2,000
4532
$72K ﹤0.01%
9,869
-13,773
4533
$72K ﹤0.01%
6,787
-14,513
4534
$72K ﹤0.01%
5,274
+2,663
4535
$72K ﹤0.01%
1,000
+970
4536
$71K ﹤0.01%
+2,846
4537
$71K ﹤0.01%
4,000
4538
$71K ﹤0.01%
1,300
-149,600
4539
$71K ﹤0.01%
7,501
-4,999
4540
$71K ﹤0.01%
9,388
-200
4541
$71K ﹤0.01%
1,657
-20,101
4542
$70K ﹤0.01%
1,494
+489
4543
$70K ﹤0.01%
+6,000
4544
$70K ﹤0.01%
135
+30
4545
$70K ﹤0.01%
3,775
4546
$70K ﹤0.01%
2,000
-1,603
4547
$70K ﹤0.01%
2,051
-27,244
4548
$70K ﹤0.01%
22,843
4549
$69K ﹤0.01%
317
-10,507
4550
$69K ﹤0.01%
4,204
+314