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
2576
$1.76M ﹤0.01%
66,740
-808
2577
$1.76M ﹤0.01%
34,475
-12,176
2578
$1.76M ﹤0.01%
26,366
+13,686
2579
$1.75M ﹤0.01%
65,628
+17,362
2580
$1.75M ﹤0.01%
111,319
+17,947
2581
$1.75M ﹤0.01%
39,717
-2,544
2582
$1.75M ﹤0.01%
54,680
-583
2583
$1.75M ﹤0.01%
70,516
+9,152
2584
$1.75M ﹤0.01%
31,752
+23,689
2585
$1.75M ﹤0.01%
29,380
+5,736
2586
$1.74M ﹤0.01%
38,201
-29,820
2587
$1.74M ﹤0.01%
110,505
+94,697
2588
$1.74M ﹤0.01%
37,891
+9,560
2589
$1.74M ﹤0.01%
110,012
-27,032
2590
$1.74M ﹤0.01%
50,056
-621
2591
$1.73M ﹤0.01%
104,876
+37,748
2592
$1.73M ﹤0.01%
38,211
-3,929
2593
$1.73M ﹤0.01%
70,738
+9,391
2594
$1.73M ﹤0.01%
28,726
-883
2595
$1.73M ﹤0.01%
55,727
-40,069
2596
$1.73M ﹤0.01%
46,772
+1,932
2597
$1.73M ﹤0.01%
108,793
-24,423
2598
$1.73M ﹤0.01%
189,899
-23,265
2599
$1.72M ﹤0.01%
108,150
+1,290
2600
$1.72M ﹤0.01%
93,356
+14,987