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
2051
$3.81M ﹤0.01%
256,281
-59,940
2052
$3.81M ﹤0.01%
222,020
-10,160
2053
$3.79M ﹤0.01%
27,901
-55,031
2054
$3.79M ﹤0.01%
113,141
+45,209
2055
$3.79M ﹤0.01%
38,207
-3,228
2056
$3.79M ﹤0.01%
163,619
+42,188
2057
$3.78M ﹤0.01%
226,211
+8,365
2058
$3.77M ﹤0.01%
156,279
+14,786
2059
$3.76M ﹤0.01%
168,354
+7,878
2060
$3.75M ﹤0.01%
106,729
-16,860
2061
$3.75M ﹤0.01%
280,006
-73,769
2062
$3.75M ﹤0.01%
188,551
-186,658
2063
$3.74M ﹤0.01%
203,805
+166,432
2064
$3.74M ﹤0.01%
78,335
+7,158
2065
$3.74M ﹤0.01%
176,470
+77,038
2066
$3.74M ﹤0.01%
18,944
+224
2067
$3.74M ﹤0.01%
57,177
+34,551
2068
$3.74M ﹤0.01%
100,622
-84,618
2069
$3.73M ﹤0.01%
112,066
-306
2070
$3.73M ﹤0.01%
57,472
-34,660
2071
$3.73M ﹤0.01%
154,164
+51,390
2072
$3.72M ﹤0.01%
113,546
-2,423
2073
$3.71M ﹤0.01%
+196,767
2074
$3.71M ﹤0.01%
+151,427
2075
$3.68M ﹤0.01%
259,818
-35,970