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
3276
$745K ﹤0.01%
29,422
+5,027
3277
$745K ﹤0.01%
36,860
+29,033
3278
$744K ﹤0.01%
40,046
+10,506
3279
$744K ﹤0.01%
13,151
+3,060
3280
$744K ﹤0.01%
58,431
-145,282
3281
$742K ﹤0.01%
26,440
-27,177
3282
$738K ﹤0.01%
30,387
+16,051
3283
$738K ﹤0.01%
+11,069
3284
$738K ﹤0.01%
29,871
-6,089
3285
$737K ﹤0.01%
22,827
+11,116
3286
$737K ﹤0.01%
11,918
-166
3287
$737K ﹤0.01%
22,049
+933
3288
$736K ﹤0.01%
34,602
+26,546
3289
$735K ﹤0.01%
87,189
+45,215
3290
$733K ﹤0.01%
39,750
-3,350
3291
$732K ﹤0.01%
10,922
-60
3292
$732K ﹤0.01%
41,057
+10,409
3293
$732K ﹤0.01%
26,056
+25,193
3294
$731K ﹤0.01%
12,042
+1,860
3295
$731K ﹤0.01%
14,826
-76,476
3296
$729K ﹤0.01%
10,730
+1,419
3297
$728K ﹤0.01%
31,674
+13,894
3298
$727K ﹤0.01%
34,156
-28,740
3299
$726K ﹤0.01%
95,516
+11,171
3300
$725K ﹤0.01%
28,754
+1,278