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
1001
$21.7M 0.01%
640,326
-45,424
1002
$21.6M 0.01%
1,637,800
+744,545
1003
$21.5M 0.01%
2,495,482
-493,083
1004
$21.5M 0.01%
490,644
+284,524
1005
$21.3M 0.01%
404,324
+258,839
1006
$21.3M 0.01%
2,881,339
+9,409
1007
$21.3M 0.01%
605,956
+417,884
1008
$21.3M 0.01%
1,064,721
+20,201
1009
$21.2M 0.01%
822,484
-15,241,227
1010
$21.2M 0.01%
461,150
+117,156
1011
$21.2M 0.01%
64,161
+29,652
1012
$21.1M 0.01%
246,320
+127,277
1013
$21.1M 0.01%
216,343
+128,552
1014
$21M 0.01%
1,691,320
1015
$21M 0.01%
4,181,632
-1,156,639
1016
$21M 0.01%
489,162
-49,740
1017
$21M 0.01%
196,255
+14,891
1018
$20.9M 0.01%
+1,066,819
1019
$20.9M 0.01%
88,549
+21,496
1020
$20.8M 0.01%
358,300
-147,648
1021
$20.7M 0.01%
283,500
-10,899
1022
$20.7M 0.01%
365,620
+54,503
1023
$20.7M 0.01%
543,323
+480,250
1024
$20.7M 0.01%
1,964,847
+37,728
1025
$20.7M 0.01%
605,392
+89,972