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
2101
$3.52M ﹤0.01%
72,450
+50,027
2102
$3.52M ﹤0.01%
55,810
+2,779
2103
$3.51M ﹤0.01%
233,986
-41,242
2104
$3.5M ﹤0.01%
113,426
+30,384
2105
$3.5M ﹤0.01%
11,384
-2,597
2106
$3.49M ﹤0.01%
14,582
+12,022
2107
$3.48M ﹤0.01%
135,756
+37,225
2108
$3.48M ﹤0.01%
213,357
+45,184
2109
$3.47M ﹤0.01%
293,947
+7,446
2110
$3.46M ﹤0.01%
112,779
-47,499
2111
$3.45M ﹤0.01%
75,932
-9,036
2112
$3.45M ﹤0.01%
84,785
-24,806
2113
$3.44M ﹤0.01%
29,111
+251
2114
$3.44M ﹤0.01%
97,538
-23,354
2115
$3.43M ﹤0.01%
147,221
-20,663
2116
$3.43M ﹤0.01%
714,810
-14,754
2117
$3.43M ﹤0.01%
204,396
+114,907
2118
$3.43M ﹤0.01%
121,521
+3,375
2119
$3.43M ﹤0.01%
79,450
+15,950
2120
$3.43M ﹤0.01%
677,661
-190,454
2121
$3.43M ﹤0.01%
70,602
-10,557
2122
$3.42M ﹤0.01%
190,915
-191,357
2123
$3.42M ﹤0.01%
363,472
+203,498
2124
$3.42M ﹤0.01%
130,302
+27,118
2125
$3.41M ﹤0.01%
167,615
-44,133