Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
5026
$19K ﹤0.01%
7,491
-314,813
5027
$19K ﹤0.01%
966
-7,566
5028
$19K ﹤0.01%
503
-8
5029
$19K ﹤0.01%
7,164
-1,215
5030
$19K ﹤0.01%
1,370
-762
5031
$19K ﹤0.01%
1,622
-5,935
5032
$19K ﹤0.01%
223
-1,234
5033
$19K ﹤0.01%
519
+219
5034
$19K ﹤0.01%
12,175
-100
5035
$19K ﹤0.01%
1,284
-15,868
5036
$19K ﹤0.01%
836
5037
$19K ﹤0.01%
1,037
+662
5038
$19K ﹤0.01%
1,000
5039
$19K ﹤0.01%
225
-179
5040
$19K ﹤0.01%
1,677
-5,606
5041
$18K ﹤0.01%
6,048
5042
$18K ﹤0.01%
+1,050
5043
$18K ﹤0.01%
1,200
-10,109
5044
$18K ﹤0.01%
1,180
5045
$18K ﹤0.01%
505
-340
5046
$18K ﹤0.01%
2,317
+2,254
5047
$18K ﹤0.01%
2,025
-7,285
5048
$18K ﹤0.01%
385
+350
5049
$18K ﹤0.01%
10,000
5050
$18K ﹤0.01%
14,781
-46