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
1651
$6.99M ﹤0.01%
69,235
+67,903
1652
$6.99M ﹤0.01%
69,053
+14,260
1653
$6.98M ﹤0.01%
1,200,799
-124,522
1654
$6.97M ﹤0.01%
698,235
-1,086,811
1655
$6.96M ﹤0.01%
537,889
+32,517
1656
$6.95M ﹤0.01%
476,187
+235,599
1657
$6.94M ﹤0.01%
155,949
+1,498
1658
$6.93M ﹤0.01%
289,385
-143,624
1659
$6.92M ﹤0.01%
208,363
-43,368
1660
$6.92M ﹤0.01%
411,460
-19,358
1661
$6.91M ﹤0.01%
11,524
+1,527
1662
$6.91M ﹤0.01%
214,634
+91,640
1663
$6.88M ﹤0.01%
88,603
-39,546
1664
$6.87M ﹤0.01%
319,390
-57,769
1665
$6.82M ﹤0.01%
97,024
+4,837
1666
$6.79M ﹤0.01%
494,104
+117,561
1667
$6.79M ﹤0.01%
513,391
+471,913
1668
$6.78M ﹤0.01%
539,611
+234,833
1669
$6.78M ﹤0.01%
50,260
+28,322
1670
$6.78M ﹤0.01%
903,858
-903,533
1671
$6.78M ﹤0.01%
112,545
-67,454
1672
$6.77M ﹤0.01%
254,115
-17,684
1673
$6.77M ﹤0.01%
113,387
-35,109
1674
$6.75M ﹤0.01%
405,071
+48,668
1675
$6.74M ﹤0.01%
594,573
-44,097