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
3201
$826K ﹤0.01%
15,931
-5,538
3202
$825K ﹤0.01%
48,307
+23,436
3203
$825K ﹤0.01%
20,502
+2,181
3204
$824K ﹤0.01%
84,051
-139,319
3205
$823K ﹤0.01%
9,035
-6,913
3206
$821K ﹤0.01%
3,545
+424
3207
$819K ﹤0.01%
59,034
+47,097
3208
$817K ﹤0.01%
54,813
+53,774
3209
$817K ﹤0.01%
29,275
-7,924
3210
$816K ﹤0.01%
155,338
+19,338
3211
$816K ﹤0.01%
57,442
+23,251
3212
$816K ﹤0.01%
86,304
+32,433
3213
$816K ﹤0.01%
47,630
-57,462
3214
$815K ﹤0.01%
69,702
-32,493
3215
$814K ﹤0.01%
25,621
+10,009
3216
$812K ﹤0.01%
18,442
+7,672
3217
$812K ﹤0.01%
28,328
+26,746
3218
$812K ﹤0.01%
25,718
+13,128
3219
$811K ﹤0.01%
24,868
+9,921
3220
$811K ﹤0.01%
96,945
+11,744
3221
$810K ﹤0.01%
40,503
+1,389
3222
$810K ﹤0.01%
115,867
+15,292
3223
$808K ﹤0.01%
71,552
-1,907
3224
$808K ﹤0.01%
57,933
+2,330
3225
$807K ﹤0.01%
21,198
+7,381