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
3926
$261K ﹤0.01%
17,420
+252
3927
$261K ﹤0.01%
20,146
-4,745
3928
$260K ﹤0.01%
7,253
+131
3929
$260K ﹤0.01%
26,047
-11,605
3930
$260K ﹤0.01%
13,970
+1,486
3931
$259K ﹤0.01%
40,000
-7,617
3932
$259K ﹤0.01%
8,342
-487
3933
$259K ﹤0.01%
17,256
+5,287
3934
$259K ﹤0.01%
30,469
+27,805
3935
$258K ﹤0.01%
+240
3936
$258K ﹤0.01%
33,403
+11,565
3937
$257K ﹤0.01%
9,412
+2,708
3938
$257K ﹤0.01%
+16,649
3939
$257K ﹤0.01%
27,750
-29,824
3940
$257K ﹤0.01%
8,593
+171
3941
$256K ﹤0.01%
18,320
+13,265
3942
$255K ﹤0.01%
21,698
+13,101
3943
$255K ﹤0.01%
6,669
+6,287
3944
$255K ﹤0.01%
18,804
+9,609
3945
$255K ﹤0.01%
4,748
-7,287
3946
$255K ﹤0.01%
19,348
+2,074
3947
$254K ﹤0.01%
11,593
-13,093
3948
$254K ﹤0.01%
53
+50
3949
$254K ﹤0.01%
31,545
+1,138
3950
$254K ﹤0.01%
15,588
-49,655