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
351
$127M 0.05%
2,932,357
+113,518
352
$127M 0.05%
1,172,506
-197,627
353
$127M 0.05%
1,569,626
+130,103
354
$126M 0.05%
549,641
-32,337
355
$123M 0.04%
1,140,690
-110,295
356
$122M 0.04%
1,717,970
+347,939
357
$122M 0.04%
1,525,810
+164,469
358
$122M 0.04%
775,608
+34,248
359
$120M 0.04%
10,036,341
-18,493
360
$120M 0.04%
2,607,830
-23,856
361
$119M 0.04%
2,218,089
+175,957
362
$118M 0.04%
2,093,614
-39,844
363
$118M 0.04%
2,738,935
+488,244
364
$117M 0.04%
1,998,937
+280,515
365
$117M 0.04%
1,694,348
-135,503
366
$117M 0.04%
3,971,350
+1,357,998
367
$116M 0.04%
3,270,119
+226
368
$115M 0.04%
3,472,381
-560,573
369
$115M 0.04%
3,665,243
+907,466
370
$115M 0.04%
14,034,885
-1,831,321
371
$114M 0.04%
1,364,687
-137,810
372
$114M 0.04%
1,148,460
+98,323
373
$114M 0.04%
2,371,473
+163,456
374
$114M 0.04%
805,381
+629,088
375
$113M 0.04%
1,497,280
+879,742