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
1901
$4.79M ﹤0.01%
194,424
-229,116
1902
$4.79M ﹤0.01%
562,232
-71,533
1903
$4.78M ﹤0.01%
170,775
-28,814
1904
$4.77M ﹤0.01%
372,956
+33,042
1905
$4.77M ﹤0.01%
138,630
+53,292
1906
$4.76M ﹤0.01%
117,366
+116,101
1907
$4.76M ﹤0.01%
90,554
-27,631
1908
$4.75M ﹤0.01%
146,494
-12,171
1909
$4.74M ﹤0.01%
185,689
-12,944
1910
$4.74M ﹤0.01%
94,237
-21,962
1911
$4.72M ﹤0.01%
151,614
+133,892
1912
$4.72M ﹤0.01%
34,454
+3,762
1913
$4.69M ﹤0.01%
84,141
-15,981
1914
$4.69M ﹤0.01%
113,068
+9,868
1915
$4.68M ﹤0.01%
98,086
-37,866
1916
$4.67M ﹤0.01%
82,764
+80,025
1917
$4.67M ﹤0.01%
71,286
-98,311
1918
$4.67M ﹤0.01%
504,915
+84,136
1919
$4.67M ﹤0.01%
32,210
+25,753
1920
$4.65M ﹤0.01%
643,519
+11,056
1921
$4.65M ﹤0.01%
149,717
-15,996
1922
$4.65M ﹤0.01%
+90,000
1923
$4.65M ﹤0.01%
113,613
-107,169
1924
$4.65M ﹤0.01%
103,571
-18,359
1925
$4.64M ﹤0.01%
197,976
-16,211