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
3901
$275K ﹤0.01%
18,839
-807
3902
$275K ﹤0.01%
50,667
+10,033
3903
$274K ﹤0.01%
+18,032
3904
$272K ﹤0.01%
9,895
+7,400
3905
$272K ﹤0.01%
17,163
+8,788
3906
$270K ﹤0.01%
8,294
+2,210
3907
$269K ﹤0.01%
34,454
+20,402
3908
$269K ﹤0.01%
10,892
+8,669
3909
$268K ﹤0.01%
8,030
+3,754
3910
$268K ﹤0.01%
9,823
+799
3911
$267K ﹤0.01%
14,982
+11,709
3912
$267K ﹤0.01%
17,152
-42
3913
$267K ﹤0.01%
14,392
+5,058
3914
$267K ﹤0.01%
8,341
-2,090
3915
$266K ﹤0.01%
11,074
+657
3916
$265K ﹤0.01%
+17,750
3917
$265K ﹤0.01%
5,567
-91,019
3918
$264K ﹤0.01%
19,394
-13
3919
$264K ﹤0.01%
4,750
+2,460
3920
$264K ﹤0.01%
100,427
+427
3921
$263K ﹤0.01%
2,519
+1,353
3922
$263K ﹤0.01%
24,965
+8,409
3923
$263K ﹤0.01%
8,692
3924
$263K ﹤0.01%
20,478
-6,388
3925
$262K ﹤0.01%
25,900
+4,278