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
2626
$1.66M ﹤0.01%
273,328
-197,740
2627
$1.66M ﹤0.01%
92,650
-79,816
2628
$1.66M ﹤0.01%
39,066
+9,990
2629
$1.66M ﹤0.01%
138,159
-67,938
2630
$1.66M ﹤0.01%
40,193
+9,800
2631
$1.65M ﹤0.01%
73,702
+2,788
2632
$1.65M ﹤0.01%
35,152
-10,775
2633
$1.65M ﹤0.01%
+77,850
2634
$1.65M ﹤0.01%
130,279
-88,185
2635
$1.64M ﹤0.01%
39,174
-25,279
2636
$1.64M ﹤0.01%
58,138
+358
2637
$1.64M ﹤0.01%
4,521
+4,067
2638
$1.64M ﹤0.01%
50,774
-1,832
2639
$1.64M ﹤0.01%
+11,257
2640
$1.64M ﹤0.01%
119,635
+21,249
2641
$1.64M ﹤0.01%
63,174
+15,494
2642
$1.63M ﹤0.01%
67,743
+7,814
2643
$1.63M ﹤0.01%
99,858
-19,694
2644
$1.63M ﹤0.01%
45,960
-14,353
2645
$1.63M ﹤0.01%
65,899
-9,668
2646
0
2647
$1.62M ﹤0.01%
50,998
+8,199
2648
$1.62M ﹤0.01%
25,696
-142,796
2649
$1.62M ﹤0.01%
28,965
-197
2650
$1.62M ﹤0.01%
77,098
+65,568