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
1801
$5.5M ﹤0.01%
69,892
-6,286
1802
$5.49M ﹤0.01%
48,826
-14,477
1803
$5.48M ﹤0.01%
120,146
-23,479
1804
$5.47M ﹤0.01%
136,461
+5,347
1805
$5.46M ﹤0.01%
118,078
+15,446
1806
$5.46M ﹤0.01%
284,950
+129,855
1807
$5.44M ﹤0.01%
79,917
-23,587
1808
$5.43M ﹤0.01%
79,462
-39,800
1809
$5.43M ﹤0.01%
213,884
+60,632
1810
$5.41M ﹤0.01%
186,377
-19,332
1811
$5.4M ﹤0.01%
571,509
+20,684
1812
$5.4M ﹤0.01%
99,926
+26,530
1813
$5.38M ﹤0.01%
444,430
+33,564
1814
$5.37M ﹤0.01%
81,067
+32,510
1815
$5.37M ﹤0.01%
826,676
-139,436
1816
$5.36M ﹤0.01%
386,282
-74,376
1817
$5.35M ﹤0.01%
383,516
+11,763
1818
$5.35M ﹤0.01%
402,354
+220,404
1819
$5.35M ﹤0.01%
422,084
-45,512
1820
$5.34M ﹤0.01%
90,769
+2,019
1821
$5.33M ﹤0.01%
89,939
-2,317
1822
$5.32M ﹤0.01%
265,670
-27,434
1823
$5.32M ﹤0.01%
578,599
-80,952
1824
$5.32M ﹤0.01%
187,691
+34,642
1825
$5.29M ﹤0.01%
137,202
+64,756