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
1476
$8.99M ﹤0.01%
397,434
-8,220
1477
$8.96M ﹤0.01%
783,834
+606,468
1478
$8.96M ﹤0.01%
224,671
+111,422
1479
$8.94M ﹤0.01%
128,043
-56,039
1480
$8.93M ﹤0.01%
634,931
-2,979,384
1481
$8.93M ﹤0.01%
387,904
+908
1482
$8.92M ﹤0.01%
328,056
+57,630
1483
$8.91M ﹤0.01%
400,596
-39,604
1484
$8.88M ﹤0.01%
372,927
+158,658
1485
$8.86M ﹤0.01%
239,447
+27,013
1486
$8.85M ﹤0.01%
152,621
+11,621
1487
$8.8M ﹤0.01%
290,159
-28,173
1488
$8.78M ﹤0.01%
495,178
-138,071
1489
$8.76M ﹤0.01%
493,741
-194,524
1490
$8.76M ﹤0.01%
727,530
+28,466
1491
$8.76M ﹤0.01%
196,060
-222,060
1492
$8.75M ﹤0.01%
347,817
+35,747
1493
$8.74M ﹤0.01%
47,205
-3,931
1494
$8.73M ﹤0.01%
1,083,486
-42,692
1495
$8.73M ﹤0.01%
161,394
-3,774
1496
$8.71M ﹤0.01%
1,082,142
-198,366
1497
$8.69M ﹤0.01%
203,687
-42,331
1498
$8.69M ﹤0.01%
283,838
-369,265
1499
$8.68M ﹤0.01%
497,364
-131,614
1500
$8.65M ﹤0.01%
410,328
+43,143