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
3526
$508K ﹤0.01%
22,551
+5,383
3527
$508K ﹤0.01%
73,252
+12,863
3528
$508K ﹤0.01%
25,651
-7,975
3529
$507K ﹤0.01%
8,206
+1,355
3530
$506K ﹤0.01%
43,098
+16,813
3531
$506K ﹤0.01%
45,299
3532
$505K ﹤0.01%
24,984
-39,520
3533
$504K ﹤0.01%
12,594
-51,224
3534
$504K ﹤0.01%
58,747
+7,116
3535
$504K ﹤0.01%
141,591
-44,844
3536
$503K ﹤0.01%
10,638
+4,910
3537
$502K ﹤0.01%
21,199
+4,464
3538
$502K ﹤0.01%
21,120
+1,400
3539
$502K ﹤0.01%
15,703
-232,215
3540
$501K ﹤0.01%
1,847
-849
3541
$500K ﹤0.01%
31,664
+22,301
3542
$499K ﹤0.01%
40,065
+4,276
3543
$499K ﹤0.01%
58,186
+15,804
3544
$497K ﹤0.01%
40,005
-3,085
3545
$496K ﹤0.01%
7,365
+1,654
3546
$494K ﹤0.01%
59,434
+30,300
3547
$492K ﹤0.01%
7,685
-5,993
3548
$490K ﹤0.01%
16,346
-20,579
3549
$489K ﹤0.01%
15,298
+8,898
3550
$488K ﹤0.01%
28,465
-3,416