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
3401
$620K ﹤0.01%
14,348
+5,378
3402
$619K ﹤0.01%
85,403
+47,467
3403
$619K ﹤0.01%
36,541
+2,336
3404
$619K ﹤0.01%
17,016
-11,700
3405
$619K ﹤0.01%
269,023
+266,977
3406
$618K ﹤0.01%
61,784
-112
3407
$617K ﹤0.01%
29,244
+156
3408
$617K ﹤0.01%
11,014
+1,079
3409
$616K ﹤0.01%
67,153
+9,601
3410
$616K ﹤0.01%
31,714
-28,272
3411
$616K ﹤0.01%
131,116
+30,867
3412
$615K ﹤0.01%
19,643
-2,346
3413
$614K ﹤0.01%
22,299
-492
3414
$613K ﹤0.01%
31,600
-10,500
3415
$611K ﹤0.01%
1,863
+1
3416
$610K ﹤0.01%
9,813
-14,950
3417
$610K ﹤0.01%
11,840
-97,797
3418
$608K ﹤0.01%
62,563
+11,727
3419
$605K ﹤0.01%
21,302
+4,005
3420
$605K ﹤0.01%
19,068
+5,951
3421
$604K ﹤0.01%
16,699
-9,021
3422
$601K ﹤0.01%
48,225
-5,654
3423
$601K ﹤0.01%
33,282
+4,241
3424
$600K ﹤0.01%
33,328
+7,784
3425
$599K ﹤0.01%
+39,129