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
3851
$296K ﹤0.01%
28,299
-4,904
3852
$296K ﹤0.01%
15,871
+1,138
3853
$296K ﹤0.01%
5,100
3854
$295K ﹤0.01%
9,030
-3,901
3855
$295K ﹤0.01%
2,788
-95
3856
$294K ﹤0.01%
14,342
+3,363
3857
$294K ﹤0.01%
17,696
+2,201
3858
$294K ﹤0.01%
10,544
+5,182
3859
$294K ﹤0.01%
40,273
-149,592
3860
$294K ﹤0.01%
21,935
+9,562
3861
$294K ﹤0.01%
14,016
+12,961
3862
$293K ﹤0.01%
5,908
-243
3863
$293K ﹤0.01%
17,108
-1,798
3864
$292K ﹤0.01%
20,410
-87,136
3865
$292K ﹤0.01%
27,918
+10,447
3866
$292K ﹤0.01%
2
+1
3867
$290K ﹤0.01%
11,983
+3,603
3868
$290K ﹤0.01%
14,547
-33,984
3869
$289K ﹤0.01%
33,270
+13,798
3870
$289K ﹤0.01%
29,417
-418,915
3871
$289K ﹤0.01%
20,728
-6,771
3872
$289K ﹤0.01%
+12,799
3873
$288K ﹤0.01%
914
-251
3874
$288K ﹤0.01%
4,752
-7,154
3875
$288K ﹤0.01%
246,134
-2,700