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
3726
$360K ﹤0.01%
10,725
-1,064
3727
$359K ﹤0.01%
6,363
+539
3728
$359K ﹤0.01%
47,700
+41,306
3729
$358K ﹤0.01%
13,371
-2,950
3730
$356K ﹤0.01%
27
3731
$356K ﹤0.01%
39,298
+4
3732
$355K ﹤0.01%
16,199
+8,977
3733
$355K ﹤0.01%
7,425
-571
3734
$355K ﹤0.01%
25,853
-5,759
3735
$353K ﹤0.01%
31,863
+13,228
3736
$353K ﹤0.01%
26,604
-3,910
3737
$352K ﹤0.01%
30,303
-18,712
3738
$351K ﹤0.01%
13,068
+10,948
3739
$350K ﹤0.01%
43,016
+14,892
3740
$350K ﹤0.01%
16,356
+14,991
3741
$349K ﹤0.01%
2,000
-2
3742
$349K ﹤0.01%
41,117
-72,162
3743
$348K ﹤0.01%
27,806
-9,862
3744
$348K ﹤0.01%
25,898
+14,801
3745
$348K ﹤0.01%
67,652
-1,066
3746
$348K ﹤0.01%
7,644
+533
3747
$347K ﹤0.01%
14,501
+1,934
3748
$346K ﹤0.01%
22,979
+21,221
3749
$346K ﹤0.01%
26,924
-19,122
3750
$346K ﹤0.01%
17,201
+13,136