Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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 Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,640
New
Increased
Reduced
Closed

Top Buys

1 +$710M
2 +$522M
3 +$441M
4
JNPR
Juniper Networks
JNPR
+$355M
5
ADP icon
Automatic Data Processing
ADP
+$296M

Top Sells

1 +$642M
2 +$375M
3 +$322M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$320M
5
MMM icon
3M
MMM
+$316M

Sector Composition

1 Industrials 9.08%
2 Technology 8.34%
3 Energy 8.07%
4 Financials 7.88%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.96M ﹤0.01%
228,967
+220,418
2502
$1.95M ﹤0.01%
106,377
+15,447
2503
$1.95M ﹤0.01%
55,078
+46,861
2504
$1.95M ﹤0.01%
170,848
-442,011
2505
$1.95M ﹤0.01%
146,773
-16,605
2506
$1.95M ﹤0.01%
62,891
-15,554
2507
$1.94M ﹤0.01%
70,061
+3,661
2508
$1.94M ﹤0.01%
67,527
+9,144
2509
$1.94M ﹤0.01%
48,824
-107,353
2510
$1.92M ﹤0.01%
65,391
+5,603
2511
$1.92M ﹤0.01%
92,106
+1,019
2512
$1.91M ﹤0.01%
11,917
+1,965
2513
$1.91M ﹤0.01%
23,735
+2,283
2514
$1.91M ﹤0.01%
84,791
-2,788,936
2515
$1.91M ﹤0.01%
32,516
+5,253
2516
$1.9M ﹤0.01%
30,487
+23,273
2517
$1.9M ﹤0.01%
124,484
+108,475
2518
$1.89M ﹤0.01%
81,672
+4,644
2519
$1.89M ﹤0.01%
49,648
-8,937
2520
$1.88M ﹤0.01%
40,544
-5,662
2521
$1.88M ﹤0.01%
32,322
+10,187
2522
$1.88M ﹤0.01%
97,319
-102,813
2523
$1.88M ﹤0.01%
36,436
-3,734
2524
$1.88M ﹤0.01%
152,354
+12,959
2525
$1.88M ﹤0.01%
45,453
+6,428