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
4026
$223K ﹤0.01%
30,056
-7,056
4027
$223K ﹤0.01%
19,613
+10,874
4028
$222K ﹤0.01%
10,830
-5,373
4029
$222K ﹤0.01%
11,793
-4,136
4030
$222K ﹤0.01%
3,016
+81
4031
$221K ﹤0.01%
12
4032
$221K ﹤0.01%
21,300
+1,100
4033
$221K ﹤0.01%
4,350
+2,390
4034
$221K ﹤0.01%
+997
4035
$221K ﹤0.01%
102,895
+11,405
4036
$221K ﹤0.01%
6,247
-3,305
4037
$220K ﹤0.01%
12,623
-7,323
4038
$220K ﹤0.01%
22,168
-52,632
4039
$219K ﹤0.01%
15,555
-4,165
4040
$219K ﹤0.01%
3,010
-10,133
4041
$219K ﹤0.01%
23,155
-20,698
4042
$218K ﹤0.01%
105,686
+40,054
4043
$218K ﹤0.01%
7,719
-592
4044
$218K ﹤0.01%
22,000
+20,377
4045
$218K ﹤0.01%
4,225
+3
4046
$217K ﹤0.01%
2,757
-9,373
4047
$217K ﹤0.01%
17,943
-594
4048
$216K ﹤0.01%
17,760
-248
4049
$216K ﹤0.01%
10,746
+785
4050
$216K ﹤0.01%
19,565
+11,235