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
3076
$964K ﹤0.01%
19,176
+4,445
3077
$962K ﹤0.01%
1,496
+518
3078
$962K ﹤0.01%
+29,512
3079
$960K ﹤0.01%
+42,700
3080
$958K ﹤0.01%
31,057
+5,966
3081
$958K ﹤0.01%
51,843
+4,426
3082
$953K ﹤0.01%
35,783
+12,239
3083
$952K ﹤0.01%
28,561
-4,015
3084
$951K ﹤0.01%
62,923
+5,340
3085
$950K ﹤0.01%
75,292
+19,036
3086
$946K ﹤0.01%
90,251
+37,601
3087
$946K ﹤0.01%
12,279
+1
3088
$942K ﹤0.01%
83,836
-46,551
3089
$940K ﹤0.01%
69,704
3090
$940K ﹤0.01%
9,938
+2,260
3091
$939K ﹤0.01%
28,481
-9,265
3092
$937K ﹤0.01%
17,849
-42,273
3093
$936K ﹤0.01%
21,038
-8,836
3094
$936K ﹤0.01%
42,035
-59,486
3095
$935K ﹤0.01%
52,348
+566
3096
$934K ﹤0.01%
53,593
+12,388
3097
$934K ﹤0.01%
69,174
+15,115
3098
$933K ﹤0.01%
35,164
+2,183
3099
$932K ﹤0.01%
53,234
-3,661
3100
$931K ﹤0.01%
13,896
+7,336
122 123
124
125 126