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
4601
$61K ﹤0.01%
4,967
+1,267
4602
$61K ﹤0.01%
3,400
-3,801
4603
$61K ﹤0.01%
1,567
-1,099
4604
$60K ﹤0.01%
3,168
-782
4605
$60K ﹤0.01%
1,958
-325
4606
$60K ﹤0.01%
12,000
+10,000
4607
$59K ﹤0.01%
1,614
-8,831
4608
$59K ﹤0.01%
2,039
+672
4609
$59K ﹤0.01%
1,124
4610
$59K ﹤0.01%
+10,000
4611
$59K ﹤0.01%
3,144
-1,332
4612
$58K ﹤0.01%
2,745
+2,445
4613
$58K ﹤0.01%
8,585
+551
4614
$58K ﹤0.01%
404
-128
4615
$58K ﹤0.01%
105
-3,431
4616
$58K ﹤0.01%
25,037
-327
4617
$58K ﹤0.01%
6,261
-15,155
4618
$58K ﹤0.01%
116,526
+116,326
4619
$58K ﹤0.01%
+3,799
4620
$58K ﹤0.01%
1,280
4621
$58K ﹤0.01%
2,510
-625
4622
$58K ﹤0.01%
20,500
-500
4623
$57K ﹤0.01%
2,256
+1,229
4624
$57K ﹤0.01%
3,800
-1,350
4625
$57K ﹤0.01%
+2,816