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
3151
$867K ﹤0.01%
4,459
+11
3152
$866K ﹤0.01%
31,567
+22,747
3153
$864K ﹤0.01%
65,441
+51,056
3154
$863K ﹤0.01%
47,617
+15,650
3155
$863K ﹤0.01%
29,286
+16,901
3156
$860K ﹤0.01%
44,520
+5,232
3157
$859K ﹤0.01%
95,262
+2,105
3158
$858K ﹤0.01%
85,460
+14,409
3159
$856K ﹤0.01%
37,802
-5,120
3160
$855K ﹤0.01%
+34,672
3161
$854K ﹤0.01%
75,321
+6,053
3162
$852K ﹤0.01%
39,064
+16,032
3163
$851K ﹤0.01%
29,045
+24,616
3164
$850K ﹤0.01%
57,823
+5,710
3165
$849K ﹤0.01%
66,964
+5,853
3166
$848K ﹤0.01%
11,818
+3,103
3167
$848K ﹤0.01%
22,551
+213
3168
$845K ﹤0.01%
136,557
+55,915
3169
$845K ﹤0.01%
28,449
+8,295
3170
$844K ﹤0.01%
34,512
+13,400
3171
$844K ﹤0.01%
37,373
-9,838
3172
$843K ﹤0.01%
125,357
+32,658
3173
$843K ﹤0.01%
3,013
+3,012
3174
$842K ﹤0.01%
61,728
-26,570
3175
$842K ﹤0.01%
44,820
-75,614