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
3751
$346K ﹤0.01%
48,163
-2,277
3752
$345K ﹤0.01%
41,162
+22,399
3753
$344K ﹤0.01%
20,051
+18,801
3754
$344K ﹤0.01%
12,736
-5,837
3755
$343K ﹤0.01%
8,364
+2,181
3756
$343K ﹤0.01%
8,041
-510
3757
$341K ﹤0.01%
3,909
+3,109
3758
$341K ﹤0.01%
29,773
+6,541
3759
$341K ﹤0.01%
39,903
+146
3760
$339K ﹤0.01%
11,654
-1,206
3761
$339K ﹤0.01%
11,067
-3,990
3762
$339K ﹤0.01%
23,202
-39,395
3763
$339K ﹤0.01%
13,513
+6,006
3764
$338K ﹤0.01%
3,300
+827
3765
$338K ﹤0.01%
90,475
+25
3766
$338K ﹤0.01%
18,167
-1,417
3767
$337K ﹤0.01%
5,071
-15,275
3768
$336K ﹤0.01%
28,215
-50,020
3769
$336K ﹤0.01%
19,184
+11,727
3770
$335K ﹤0.01%
1,298
+479
3771
$335K ﹤0.01%
12,583
+5,840
3772
$334K ﹤0.01%
26,030
+7,728
3773
$334K ﹤0.01%
98,881
+51,341
3774
$333K ﹤0.01%
10,664
3775
$333K ﹤0.01%
21,106
+3,812