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
1701
$6.44M ﹤0.01%
246,196
-81,816
1702
$6.44M ﹤0.01%
234,010
+50,223
1703
$6.43M ﹤0.01%
2,445,843
+242,417
1704
$6.42M ﹤0.01%
207,433
+93,597
1705
$6.42M ﹤0.01%
407,348
+64,686
1706
$6.4M ﹤0.01%
265,138
-56,925
1707
$6.4M ﹤0.01%
10,739
-2,868
1708
$6.39M ﹤0.01%
508,734
-68,875
1709
$6.38M ﹤0.01%
202,040
+48,308
1710
$6.38M ﹤0.01%
152,181
-29,566
1711
$6.38M ﹤0.01%
359,463
-21,515
1712
$6.38M ﹤0.01%
188,259
-162,899
1713
$6.37M ﹤0.01%
464,339
-264,852
1714
$6.37M ﹤0.01%
90,910
-57,659
1715
$6.32M ﹤0.01%
170,106
+39,747
1716
$6.32M ﹤0.01%
265,421
-15,246
1717
$6.32M ﹤0.01%
447,600
+314,421
1718
$6.31M ﹤0.01%
154,928
+18,926
1719
$6.3M ﹤0.01%
100,100
-20,925
1720
$6.29M ﹤0.01%
100,669
-981
1721
$6.25M ﹤0.01%
151,316
+10,700
1722
$6.24M ﹤0.01%
176,437
-380,662
1723
$6.21M ﹤0.01%
5,296
-521
1724
$6.21M ﹤0.01%
121,468
-26,500
1725
$6.21M ﹤0.01%
239,332
-6,014