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
1926
$4.64M ﹤0.01%
235,455
+163,238
1927
$4.63M ﹤0.01%
119,804
-21,319
1928
$4.63M ﹤0.01%
137,064
+83,952
1929
$4.61M ﹤0.01%
126,169
-48,072
1930
$4.61M ﹤0.01%
112,309
+4,450
1931
$4.6M ﹤0.01%
122,197
-4,058
1932
$4.59M ﹤0.01%
204,932
+53,503
1933
$4.59M ﹤0.01%
227,733
+3,872
1934
$4.59M ﹤0.01%
204,108
-4,400
1935
$4.58M ﹤0.01%
82,003
-23,043
1936
$4.58M ﹤0.01%
475,487
-67,415
1937
$4.58M ﹤0.01%
142,214
-24,995
1938
$4.57M ﹤0.01%
368,387
-2,691
1939
$4.57M ﹤0.01%
294,305
+23,931
1940
$4.54M ﹤0.01%
76,940
+27,058
1941
$4.54M ﹤0.01%
148,344
+13,424
1942
$4.53M ﹤0.01%
378,629
-3,092
1943
$4.52M ﹤0.01%
238,214
+175,839
1944
$4.52M ﹤0.01%
234,004
-4,767
1945
$4.52M ﹤0.01%
124,705
+7,547
1946
$4.52M ﹤0.01%
166,279
-12,403
1947
$4.51M ﹤0.01%
179,657
+141,433
1948
$4.51M ﹤0.01%
85,910
-4,849
1949
$4.48M ﹤0.01%
321,718
+6,939
1950
$4.48M ﹤0.01%
470,838
+76,453