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
3251
$770K ﹤0.01%
151,823
+43,145
3252
$770K ﹤0.01%
42,586
+14,693
3253
$769K ﹤0.01%
27,680
+731
3254
$769K ﹤0.01%
45,114
-16,166
3255
$768K ﹤0.01%
82,596
-4,441
3256
$767K ﹤0.01%
22,588
+6,788
3257
$762K ﹤0.01%
8,641
+2,360
3258
$761K ﹤0.01%
15,611
-5,465
3259
$760K ﹤0.01%
72,730
-16,971
3260
$760K ﹤0.01%
102,935
+24,914
3261
$760K ﹤0.01%
210,618
-27,773
3262
$759K ﹤0.01%
10,099
-2,028
3263
$759K ﹤0.01%
33,963
+14,216
3264
$758K ﹤0.01%
27,599
-1,233
3265
$757K ﹤0.01%
39,312
-304
3266
$756K ﹤0.01%
65,753
-2,030
3267
$754K ﹤0.01%
322,304
-68,033
3268
$752K ﹤0.01%
74,907
-3,793
3269
$751K ﹤0.01%
30,649
+9,446
3270
$751K ﹤0.01%
18,257
-106
3271
$751K ﹤0.01%
53,596
+7,495
3272
$749K ﹤0.01%
54,623
+6,663
3273
$748K ﹤0.01%
31,830
-35,197
3274
$748K ﹤0.01%
83,639
-31,645
3275
$747K ﹤0.01%
6,501
+5,972