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
1951
$4.47M ﹤0.01%
101,038
+44,007
1952
$4.46M ﹤0.01%
141,100
+135,000
1953
$4.46M ﹤0.01%
125,710
+26,108
1954
$4.45M ﹤0.01%
113,172
+68,193
1955
$4.44M ﹤0.01%
398,089
-63,200
1956
$4.44M ﹤0.01%
168,192
-21,124
1957
$4.44M ﹤0.01%
92,041
-3,500
1958
$4.43M ﹤0.01%
138,577
+131,748
1959
$4.43M ﹤0.01%
269,040
+187,390
1960
$4.42M ﹤0.01%
120,628
+7,255
1961
$4.4M ﹤0.01%
176,543
+23,993
1962
$4.4M ﹤0.01%
90,298
-62,989
1963
$4.39M ﹤0.01%
173,459
-60,873
1964
$4.39M ﹤0.01%
297,253
-5,915
1965
$4.38M ﹤0.01%
338,259
-17,501
1966
$4.37M ﹤0.01%
97,310
+22,791
1967
$4.36M ﹤0.01%
126,774
-10,395
1968
$4.35M ﹤0.01%
247,449
-78,924
1969
$4.34M ﹤0.01%
192,645
-8,761
1970
$4.33M ﹤0.01%
178,420
-7,781
1971
$4.33M ﹤0.01%
198,498
+75,840
1972
$4.32M ﹤0.01%
32,381
+21,124
1973
$4.32M ﹤0.01%
48,832
+2,909
1974
$4.31M ﹤0.01%
117,164
+14,091
1975
$4.31M ﹤0.01%
46,389
+4,649