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
1526
$8.28M ﹤0.01%
295,358
+125,663
1527
$8.27M ﹤0.01%
1,346,782
+562,650
1528
$8.27M ﹤0.01%
272,102
-1,065,929
1529
$8.26M ﹤0.01%
555,607
-213,833
1530
$8.26M ﹤0.01%
275,500
-62,022
1531
$8.26M ﹤0.01%
206,964
+30,684
1532
$8.22M ﹤0.01%
79,132
+32,079
1533
$8.21M ﹤0.01%
532,031
-470,249
1534
$8.21M ﹤0.01%
625,572
-105,770
1535
$8.19M ﹤0.01%
283,042
+267,346
1536
$8.19M ﹤0.01%
150,088
-60,128
1537
$8.18M ﹤0.01%
208,074
+3,291
1538
$8.17M ﹤0.01%
361,492
+75,192
1539
$8.17M ﹤0.01%
193,278
+3,918
1540
$8.16M ﹤0.01%
86,823
+39,860
1541
$8.14M ﹤0.01%
546,599
+426,964
1542
$8.13M ﹤0.01%
224,374
-68,530
1543
$8.13M ﹤0.01%
774,714
-18,860
1544
$8.1M ﹤0.01%
140,890
+39,194
1545
$8.09M ﹤0.01%
407,056
+58,342
1546
$8.07M ﹤0.01%
512,304
-66,069
1547
$8.05M ﹤0.01%
70,971
+36,320
1548
$8.04M ﹤0.01%
241,306
+54,364
1549
$8.04M ﹤0.01%
296,087
-192,199
1550
$7.98M ﹤0.01%
1,811,060
-41,545