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
1751
$5.95M ﹤0.01%
137,774
+36,306
1752
$5.93M ﹤0.01%
93,535
-17,336
1753
$5.93M ﹤0.01%
226,984
-30,233
1754
$5.93M ﹤0.01%
230,465
-34,473
1755
$5.92M ﹤0.01%
119,602
-113,136
1756
$5.91M ﹤0.01%
106,876
+6,557
1757
$5.91M ﹤0.01%
117,549
-2,229
1758
$5.91M ﹤0.01%
69,944
-70,816
1759
$5.89M ﹤0.01%
574,316
-325,996
1760
$5.89M ﹤0.01%
168,353
+19,792
1761
$5.89M ﹤0.01%
29,646
+292
1762
$5.89M ﹤0.01%
500,832
-118,874
1763
$5.87M ﹤0.01%
106,018
-34,972
1764
$5.84M ﹤0.01%
673,060
+173,246
1765
$5.83M ﹤0.01%
241,713
+88,896
1766
$5.81M ﹤0.01%
168,028
+11,045
1767
$5.8M ﹤0.01%
265,598
+92,257
1768
$5.78M ﹤0.01%
134,647
-24,925
1769
$5.77M ﹤0.01%
102,802
-81,144
1770
$5.75M ﹤0.01%
169,849
+41,646
1771
$5.73M ﹤0.01%
251,236
-36,250
1772
$5.71M ﹤0.01%
85,690
+3,760
1773
$5.71M ﹤0.01%
162,380
+129,195
1774
$5.7M ﹤0.01%
204,267
-71,426
1775
$5.7M ﹤0.01%
131,164
-12,786