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
3501
$530K ﹤0.01%
40,921
+718
3502
$530K ﹤0.01%
10,050
+1,401
3503
$529K ﹤0.01%
23,239
+17,637
3504
$527K ﹤0.01%
19,686
+5,046
3505
$527K ﹤0.01%
10,285
+964
3506
$525K ﹤0.01%
13,604
+6,177
3507
$525K ﹤0.01%
41,017
-5,491
3508
$525K ﹤0.01%
39,969
+13,647
3509
$524K ﹤0.01%
13,698
-336
3510
$522K ﹤0.01%
71,789
+24,602
3511
$522K ﹤0.01%
30,839
-118,371
3512
$521K ﹤0.01%
23,353
+3,402
3513
$520K ﹤0.01%
33,384
-1,776
3514
$520K ﹤0.01%
44,467
-35,274
3515
$518K ﹤0.01%
14,824
+14,446
3516
$518K ﹤0.01%
302,030
+86,790
3517
$517K ﹤0.01%
34,213
-100
3518
$515K ﹤0.01%
25,743
-52,916
3519
$515K ﹤0.01%
27,327
-4,766
3520
$514K ﹤0.01%
58,253
+26,147
3521
$514K ﹤0.01%
23,939
+10,308
3522
$514K ﹤0.01%
3,976
-380
3523
$513K ﹤0.01%
17,856
+5,824
3524
$513K ﹤0.01%
28,898
-3,612
3525
$513K ﹤0.01%
29,514
-95,192