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
2801
$1.34M ﹤0.01%
146,469
+112,612
2802
$1.34M ﹤0.01%
86,161
+20,949
2803
$1.34M ﹤0.01%
59,084
+1,311
2804
$1.34M ﹤0.01%
12,711
+1,155
2805
$1.34M ﹤0.01%
81,650
+3,620
2806
$1.34M ﹤0.01%
87,017
-10,700
2807
$1.34M ﹤0.01%
124,646
-2,805
2808
$1.33M ﹤0.01%
101,246
-61,295
2809
$1.33M ﹤0.01%
28,497
+104
2810
$1.33M ﹤0.01%
49,156
+6,810
2811
$1.32M ﹤0.01%
95,187
+9,565
2812
$1.32M ﹤0.01%
61,247
-13,852
2813
$1.32M ﹤0.01%
29,604
+21,275
2814
$1.32M ﹤0.01%
55,969
-8,276
2815
$1.32M ﹤0.01%
31,128
+6,005
2816
$1.32M ﹤0.01%
100,676
+48,872
2817
$1.32M ﹤0.01%
10,824
+8,154
2818
$1.32M ﹤0.01%
522,046
-420,674
2819
$1.32M ﹤0.01%
43,790
-2,168
2820
$1.32M ﹤0.01%
159,974
-91,679
2821
$1.32M ﹤0.01%
25,711
+7,271
2822
$1.32M ﹤0.01%
184,516
-631
2823
$1.31M ﹤0.01%
33,268
-14,770
2824
$1.31M ﹤0.01%
41,669
-4,732
2825
$1.31M ﹤0.01%
62,282
-16,829