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
1851
$5.07M ﹤0.01%
402,022
-8,894
1852
$5.07M ﹤0.01%
108,754
+101,676
1853
$5.07M ﹤0.01%
203,180
-17,352
1854
$5.06M ﹤0.01%
160,456
+3,686
1855
$5.06M ﹤0.01%
200,099
-24,258
1856
$5.06M ﹤0.01%
305,696
-14,851
1857
$5.04M ﹤0.01%
211,111
+92,770
1858
$5.04M ﹤0.01%
327,852
-81,572
1859
$5.04M ﹤0.01%
240,458
-28,522
1860
$5.03M ﹤0.01%
149,037
+3,617
1861
$5.03M ﹤0.01%
307,313
-55,607
1862
$5.03M ﹤0.01%
156,707
+33,129
1863
$5M ﹤0.01%
114,865
-283,802
1864
$5M ﹤0.01%
71,275
+26,140
1865
$5M ﹤0.01%
105,919
-10,846
1866
$4.99M ﹤0.01%
72,064
-9,915
1867
$4.99M ﹤0.01%
154,011
-70,650
1868
$4.99M ﹤0.01%
1,416,994
-370,844
1869
$4.99M ﹤0.01%
187,503
-77,882
1870
$4.99M ﹤0.01%
250,744
-227,288
1871
$4.99M ﹤0.01%
126,536
-31,957
1872
$4.98M ﹤0.01%
157,116
-20,284
1873
$4.98M ﹤0.01%
98,618
-2,495
1874
$4.97M ﹤0.01%
278,125
+18,630
1875
$4.97M ﹤0.01%
206,569
-70,729