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
1726
$6.21M ﹤0.01%
185,550
+63,332
1727
$6.2M ﹤0.01%
16,429
-3,620
1728
$6.19M ﹤0.01%
352,526
-88,748
1729
$6.17M ﹤0.01%
95,055
-20,745
1730
$6.17M ﹤0.01%
301,070
-35,718
1731
$6.15M ﹤0.01%
152,947
-13,923
1732
$6.14M ﹤0.01%
209,891
-163,878
1733
$6.12M ﹤0.01%
181,762
+7,451
1734
$6.11M ﹤0.01%
125,641
-61,708
1735
$6.11M ﹤0.01%
179,765
-94,624
1736
$6.11M ﹤0.01%
84,801
-4,354
1737
$6.11M ﹤0.01%
138,602
-52,556
1738
$6.09M ﹤0.01%
482,690
+185,770
1739
$6.08M ﹤0.01%
128,332
-3,920
1740
$6.07M ﹤0.01%
72,537
-646
1741
$6.06M ﹤0.01%
464,522
-66,962
1742
$6.06M ﹤0.01%
214,936
-126,715
1743
$6.05M ﹤0.01%
252,503
-47,779
1744
$6.05M ﹤0.01%
349,711
+2,063
1745
$6.05M ﹤0.01%
372,672
-72,192
1746
$6M ﹤0.01%
126,392
+20,803
1747
$5.98M ﹤0.01%
22,091
+1,304
1748
$5.98M ﹤0.01%
282,290
-219,486
1749
$5.97M ﹤0.01%
285,732
+103,712
1750
$5.96M ﹤0.01%
13,312,320
-14,314,160