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
3326
$703K ﹤0.01%
26,229
-7,754
3327
$702K ﹤0.01%
28,146
+11,149
3328
$702K ﹤0.01%
9,602
-841
3329
$702K ﹤0.01%
17,768
+15,743
3330
$701K ﹤0.01%
35,187
+13,498
3331
$696K ﹤0.01%
+49,113
3332
$692K ﹤0.01%
17,920
+4,053
3333
$692K ﹤0.01%
15,012
+842
3334
$691K ﹤0.01%
+38,368
3335
$691K ﹤0.01%
15,606
+3,488
3336
$689K ﹤0.01%
+27,283
3337
$688K ﹤0.01%
+3,187
3338
$688K ﹤0.01%
37,167
-13,130
3339
$686K ﹤0.01%
33,368
-4,774
3340
$685K ﹤0.01%
56,309
+20,904
3341
$683K ﹤0.01%
25,072
+2,860
3342
$681K ﹤0.01%
26,208
+8,447
3343
$680K ﹤0.01%
20,031
+2,212
3344
$679K ﹤0.01%
64,941
+4,570
3345
$679K ﹤0.01%
25,977
+18,936
3346
$679K ﹤0.01%
35,170
+9,868
3347
$678K ﹤0.01%
30,925
+7,462
3348
$678K ﹤0.01%
+52,072
3349
$678K ﹤0.01%
28,044
-12,229
3350
$677K ﹤0.01%
26,343
+718