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
3426
$599K ﹤0.01%
20,074
+7,389
3427
$598K ﹤0.01%
300
+204
3428
$598K ﹤0.01%
12,502
-10,424
3429
$597K ﹤0.01%
58,753
+50,384
3430
$596K ﹤0.01%
29,932
+10,838
3431
$595K ﹤0.01%
45,403
-20,774
3432
$595K ﹤0.01%
41,930
+38,910
3433
$594K ﹤0.01%
35,135
+30,790
3434
$589K ﹤0.01%
11,009
+9,541
3435
$589K ﹤0.01%
80,571
+46,354
3436
$588K ﹤0.01%
117,380
-32,363
3437
$583K ﹤0.01%
57,654
+53,895
3438
$582K ﹤0.01%
35,990
+8,522
3439
$581K ﹤0.01%
25,141
+5,730
3440
$581K ﹤0.01%
31,243
+11,443
3441
$581K ﹤0.01%
21,173
+5,408
3442
$580K ﹤0.01%
34,881
+18
3443
$579K ﹤0.01%
87,156
-17,340
3444
$579K ﹤0.01%
14,283
+3,631
3445
$577K ﹤0.01%
42,918
+4,478
3446
$577K ﹤0.01%
5,666
-8,969
3447
$577K ﹤0.01%
64,196
-10,713
3448
$576K ﹤0.01%
15,438
+7,170
3449
$576K ﹤0.01%
111,628
-274,979
3450
$574K ﹤0.01%
16,146
+3,429