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
2076
$3.67M ﹤0.01%
374,586
+3,723
2077
$3.67M ﹤0.01%
74,583
-3,396
2078
$3.66M ﹤0.01%
78,786
-27,913
2079
$3.65M ﹤0.01%
261,287
+2,001
2080
$3.63M ﹤0.01%
623,509
+46,180
2081
$3.63M ﹤0.01%
85,598
-24,299
2082
$3.63M ﹤0.01%
103,466
-37,457
2083
$3.62M ﹤0.01%
228,615
+38,109
2084
$3.62M ﹤0.01%
90,895
+404
2085
$3.6M ﹤0.01%
126,208
+16,658
2086
$3.6M ﹤0.01%
197,041
+11,442
2087
$3.6M ﹤0.01%
58,953
+15,205
2088
$3.59M ﹤0.01%
129,604
-100,015
2089
$3.58M ﹤0.01%
34,778
+648
2090
$3.58M ﹤0.01%
87,093
-36,081
2091
$3.58M ﹤0.01%
55,254
+6,831
2092
$3.57M ﹤0.01%
201,515
+99,719
2093
$3.57M ﹤0.01%
71,340
-20,313
2094
$3.57M ﹤0.01%
208,158
-980,605
2095
$3.57M ﹤0.01%
58,380
-11,279
2096
$3.56M ﹤0.01%
271,729
-8,379
2097
$3.56M ﹤0.01%
230,406
+9,731
2098
$3.55M ﹤0.01%
159,219
-16,025
2099
$3.54M ﹤0.01%
637,618
+131,765
2100
$3.52M ﹤0.01%
50,674
-5,021