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
3301
$725K ﹤0.01%
18,637
-83
3302
$725K ﹤0.01%
36,968
+5,378
3303
$725K ﹤0.01%
22,928
+7,576
3304
$724K ﹤0.01%
6,618
-5,815
3305
$723K ﹤0.01%
143,477
-6,501
3306
$722K ﹤0.01%
19,946
+1,928
3307
$721K ﹤0.01%
23,860
-2,513
3308
$720K ﹤0.01%
61,080
-61,738
3309
$719K ﹤0.01%
29,218
-954
3310
$718K ﹤0.01%
14,961
-2,683
3311
$718K ﹤0.01%
29,696
+8,449
3312
$717K ﹤0.01%
56,491
+35,213
3313
$715K ﹤0.01%
59,555
-13,405
3314
$715K ﹤0.01%
31,725
-340
3315
$712K ﹤0.01%
15,582
-2,186
3316
$712K ﹤0.01%
61,226
+2,331
3317
$711K ﹤0.01%
25,113
+7,496
3318
$711K ﹤0.01%
19,803
+2,942
3319
$710K ﹤0.01%
6,018
-1,574
3320
$708K ﹤0.01%
146
+130
3321
$708K ﹤0.01%
32,000
+14,490
3322
$706K ﹤0.01%
173,898
-10,476
3323
$706K ﹤0.01%
30,708
-12,879
3324
$705K ﹤0.01%
59,429
+59,170
3325
$704K ﹤0.01%
98,794
-19,647