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
3951
$254K ﹤0.01%
15,160
+3,427
3952
$253K ﹤0.01%
28,222
+1,527
3953
$253K ﹤0.01%
11,784
+4,662
3954
$253K ﹤0.01%
45,510
+28,281
3955
$253K ﹤0.01%
5,955
-6,206
3956
$252K ﹤0.01%
+1
3957
$252K ﹤0.01%
6,769
+5,220
3958
$251K ﹤0.01%
7,915
+3,315
3959
$250K ﹤0.01%
23,797
+10,107
3960
$250K ﹤0.01%
9,032
-300
3961
0
3962
$249K ﹤0.01%
8,416
-2,839
3963
$249K ﹤0.01%
21,668
+9,450
3964
$248K ﹤0.01%
45,920
+14,597
3965
$248K ﹤0.01%
25,502
+9,251
3966
$248K ﹤0.01%
18,031
-13,876
3967
$248K ﹤0.01%
13,741
+2,683
3968
$245K ﹤0.01%
134,050
-148,850
3969
$245K ﹤0.01%
7,236
-2,024
3970
$245K ﹤0.01%
10,217
+2,227
3971
$245K ﹤0.01%
583
+83
3972
$244K ﹤0.01%
16,385
+15,081
3973
$244K ﹤0.01%
15,227
+214
3974
$243K ﹤0.01%
33,325
-10,500
3975
$243K ﹤0.01%
13,140
+1,540