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
3826
$307K ﹤0.01%
16,357
-20,191
3827
$307K ﹤0.01%
44,572
+7,694
3828
$306K ﹤0.01%
12,130
+7,177
3829
$306K ﹤0.01%
15,231
+6,480
3830
$306K ﹤0.01%
2,663
+461
3831
$306K ﹤0.01%
15,175
+6,942
3832
$306K ﹤0.01%
10,387
+5,771
3833
$305K ﹤0.01%
5,567
-964
3834
$305K ﹤0.01%
10,189
+5,488
3835
$305K ﹤0.01%
30,873
-8,435
3836
$305K ﹤0.01%
11,775
-10,484
3837
$304K ﹤0.01%
5,049
+3,363
3838
$303K ﹤0.01%
16,727
+14,257
3839
$302K ﹤0.01%
24,632
-2,362
3840
$302K ﹤0.01%
18,047
+4,876
3841
$302K ﹤0.01%
24,138
-3,720
3842
$301K ﹤0.01%
11,766
-168,773
3843
$300K ﹤0.01%
47,644
+5,242
3844
$300K ﹤0.01%
10,345
+4,145
3845
$298K ﹤0.01%
18,843
-29
3846
$298K ﹤0.01%
3,751
-3,372
3847
$297K ﹤0.01%
29,015
+17,904
3848
$297K ﹤0.01%
14,812
+359
3849
$297K ﹤0.01%
10,579
+2,795
3850
$297K ﹤0.01%
23,191
+3,202