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
2226
$2.89M ﹤0.01%
67,152
+4,932
2227
$2.89M ﹤0.01%
121,728
-6,418
2228
$2.88M ﹤0.01%
104,403
-41,181
2229
$2.88M ﹤0.01%
176,490
-13,047
2230
$2.87M ﹤0.01%
95,458
-1,938
2231
$2.87M ﹤0.01%
198,472
+27,615
2232
$2.87M ﹤0.01%
60,992
+11,319
2233
$2.87M ﹤0.01%
20,078
+11,515
2234
$2.86M ﹤0.01%
303,075
+26,100
2235
$2.86M ﹤0.01%
256,183
+27,216
2236
$2.86M ﹤0.01%
54,428
+1,159
2237
$2.85M ﹤0.01%
68,814
-111,588
2238
$2.85M ﹤0.01%
204,289
-2,767
2239
$2.85M ﹤0.01%
97,129
+96,097
2240
$2.85M ﹤0.01%
46,372
-306
2241
$2.85M ﹤0.01%
69,048
-2,397
2242
$2.85M ﹤0.01%
47,911
-12,467
2243
$2.85M ﹤0.01%
73,542
-3,175
2244
$2.84M ﹤0.01%
45,119
+14,632
2245
$2.84M ﹤0.01%
36,895
-46,156
2246
$2.83M ﹤0.01%
184,176
-1,516
2247
$2.83M ﹤0.01%
150,215
+22,099
2248
$2.82M ﹤0.01%
154,508
-66,933
2249
$2.82M ﹤0.01%
113,319
-10,386
2250
$2.82M ﹤0.01%
229,791
-94,119