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
4051
$215K ﹤0.01%
50,976
+4,117
4052
$215K ﹤0.01%
16,577
+2,402
4053
$214K ﹤0.01%
14,708
+3,762
4054
$214K ﹤0.01%
6,330
+1,378
4055
$214K ﹤0.01%
30,000
-1,716
4056
$213K ﹤0.01%
20,045
-6,910
4057
$213K ﹤0.01%
12,694
+8,278
4058
$213K ﹤0.01%
25,965
-1,134
4059
$212K ﹤0.01%
4,011
+3,465
4060
$212K ﹤0.01%
+27,484
4061
$212K ﹤0.01%
18,094
+4,082
4062
$212K ﹤0.01%
126,711
+60,722
4063
$212K ﹤0.01%
63,041
-11,932
4064
$212K ﹤0.01%
2,547
-96
4065
$212K ﹤0.01%
9,329
+6,381
4066
$211K ﹤0.01%
27,668
+14,468
4067
$211K ﹤0.01%
6,783
-13,917
4068
$211K ﹤0.01%
6,121
+4,764
4069
$211K ﹤0.01%
869
+360
4070
$211K ﹤0.01%
34,599
+17,828
4071
$211K ﹤0.01%
21,844
-633
4072
$210K ﹤0.01%
2,269
-323,416
4073
$210K ﹤0.01%
20,957
-2,464
4074
$210K ﹤0.01%
5,217
4075
$210K ﹤0.01%
17,043
-8,865