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
1401
$10.3M ﹤0.01%
397,811
-49,334
1402
$10.3M ﹤0.01%
529,172
-367,236
1403
$10.2M ﹤0.01%
299,531
-16,385
1404
$10.2M ﹤0.01%
163,282
-70,973
1405
$10.2M ﹤0.01%
208,296
-16,940
1406
$10.2M ﹤0.01%
197,664
-47,834
1407
$10.2M ﹤0.01%
230,999
+41,250
1408
$10.2M ﹤0.01%
1,627,445
+223,766
1409
$10.1M ﹤0.01%
104,126
+15,911
1410
$10.1M ﹤0.01%
441,654
+207,246
1411
$10.1M ﹤0.01%
348,632
+7,273
1412
$10.1M ﹤0.01%
563,837
-60,715
1413
$10.1M ﹤0.01%
78,392
+66,523
1414
$10.1M ﹤0.01%
161,068
-77,650
1415
$10.1M ﹤0.01%
1,368,900
-381,527
1416
$10.1M ﹤0.01%
1,251,529
+2,643
1417
$10M ﹤0.01%
309,830
+47,989
1418
$10M ﹤0.01%
563,560
-46,257
1419
$10M ﹤0.01%
160,650
+40,460
1420
$9.98M ﹤0.01%
2,372,972
+417,595
1421
$9.98M ﹤0.01%
83,266
-10,807
1422
$9.96M ﹤0.01%
136,651
-120,184
1423
$9.95M ﹤0.01%
465,684
-22,267
1424
$9.95M ﹤0.01%
129,281
-67,787
1425
$9.93M ﹤0.01%
128,974
-43,784