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
3226
$805K ﹤0.01%
101,433
+60,083
3227
$804K ﹤0.01%
12,511
+2,090
3228
$804K ﹤0.01%
35,727
+17,867
3229
$803K ﹤0.01%
40,787
-40,499
3230
$799K ﹤0.01%
56,832
-21,459
3231
$799K ﹤0.01%
59,214
-3,103
3232
$798K ﹤0.01%
15,160
-412
3233
$798K ﹤0.01%
37,086
-27,823
3234
$798K ﹤0.01%
73,241
+22,745
3235
$797K ﹤0.01%
4,884
-5,074
3236
$797K ﹤0.01%
34,494
+11,873
3237
$794K ﹤0.01%
43,926
+422
3238
$794K ﹤0.01%
39,886
+17,414
3239
$791K ﹤0.01%
148,517
+33,543
3240
$789K ﹤0.01%
47,657
+2,021
3241
$786K ﹤0.01%
32,086
-582
3242
$785K ﹤0.01%
17,981
+13,381
3243
$784K ﹤0.01%
83,088
-48,275
3244
$783K ﹤0.01%
126,383
-34,031
3245
$781K ﹤0.01%
32,904
+13,552
3246
$779K ﹤0.01%
27,186
+9,379
3247
$778K ﹤0.01%
50,639
+28,024
3248
$777K ﹤0.01%
6,829
+305
3249
$773K ﹤0.01%
9,878
+595
3250
$771K ﹤0.01%
136,368
+24,896