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
2401
$2.24M ﹤0.01%
93,210
-13,722
2402
$2.23M ﹤0.01%
43,879
-5,508
2403
$2.22M ﹤0.01%
17,831
-16,599
2404
$2.22M ﹤0.01%
45,368
-5,331
2405
$2.22M ﹤0.01%
110,493
-20,664
2406
$2.21M ﹤0.01%
245,085
+78,933
2407
$2.21M ﹤0.01%
264,244
-356,889
2408
$2.2M ﹤0.01%
60,947
+19,297
2409
$2.19M ﹤0.01%
130,253
-24,326
2410
$2.19M ﹤0.01%
140,414
+947
2411
$2.19M ﹤0.01%
115,131
-3,299
2412
$2.18M ﹤0.01%
133,855
+25,705
2413
$2.18M ﹤0.01%
45,537
-6,002
2414
$2.18M ﹤0.01%
87,331
+40,548
2415
$2.17M ﹤0.01%
35,420
-9,086
2416
$2.17M ﹤0.01%
63,569
-38,299
2417
$2.17M ﹤0.01%
53,116
-1,493
2418
$2.17M ﹤0.01%
158,820
+111,575
2419
$2.17M ﹤0.01%
54,269
-12,706
2420
$2.16M ﹤0.01%
135,368
+53,936
2421
$2.16M ﹤0.01%
84,248
-3,412
2422
$2.16M ﹤0.01%
227,179
-79,950
2423
$2.16M ﹤0.01%
115,828
-62,395
2424
$2.16M ﹤0.01%
76,898
-17,272
2425
$2.15M ﹤0.01%
216,181
-345,305