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
4101
$201K ﹤0.01%
29,902
+10,109
4102
$201K ﹤0.01%
27,956
-4,725
4103
$200K ﹤0.01%
11,257
-281
4104
$200K ﹤0.01%
4,405
-21,172
4105
$199K ﹤0.01%
10,409
+4,480
4106
$199K ﹤0.01%
14,936
+6,600
4107
$199K ﹤0.01%
12,412
-3,454
4108
$198K ﹤0.01%
6,661
+1,637
4109
$197K ﹤0.01%
9,236
+3,573
4110
$197K ﹤0.01%
5,697
-55,356
4111
$197K ﹤0.01%
6,829
+6,179
4112
$196K ﹤0.01%
693
+61
4113
$196K ﹤0.01%
14,013
+9,181
4114
$196K ﹤0.01%
30,372
+30,102
4115
$195K ﹤0.01%
5,348
+4,223
4116
$195K ﹤0.01%
+9,950
4117
$195K ﹤0.01%
17,065
+5,720
4118
$195K ﹤0.01%
10,811
+6,398
4119
$194K ﹤0.01%
12,924
+9,243
4120
$194K ﹤0.01%
11,329
-882
4121
$194K ﹤0.01%
19,362
+10,047
4122
$193K ﹤0.01%
13,401
+1,297
4123
$193K ﹤0.01%
1,686
-541
4124
$193K ﹤0.01%
1,630
+1,466
4125
$193K ﹤0.01%
108,247
-54,291