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
3701
$375K ﹤0.01%
24,662
+11,233
3702
$374K ﹤0.01%
36,113
+25,789
3703
$374K ﹤0.01%
27,225
3704
$374K ﹤0.01%
34,223
+14,054
3705
$374K ﹤0.01%
10,314
-11,844
3706
$373K ﹤0.01%
6,881
-239
3707
$373K ﹤0.01%
53,187
+32,354
3708
$372K ﹤0.01%
2,180
+80
3709
$371K ﹤0.01%
14,238
+2,195
3710
$371K ﹤0.01%
170,491
-78,589
3711
$370K ﹤0.01%
45,597
-1,676
3712
$369K ﹤0.01%
12,184
+2,011
3713
$369K ﹤0.01%
11,307
+7,382
3714
$368K ﹤0.01%
17,655
-3,407
3715
$368K ﹤0.01%
27,565
-1,993
3716
$368K ﹤0.01%
9,914
+2,978
3717
$365K ﹤0.01%
12,852
+2,043
3718
$365K ﹤0.01%
18,053
-13,075
3719
$364K ﹤0.01%
82,004
+54,310
3720
$363K ﹤0.01%
29,560
-7,216
3721
$362K ﹤0.01%
376
+101
3722
$362K ﹤0.01%
36,235
+14,704
3723
$361K ﹤0.01%
21,162
+8,601
3724
$361K ﹤0.01%
10,357
-6,378
3725
$361K ﹤0.01%
14,312
-506