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
4126
$192K ﹤0.01%
4,209
-922
4127
$192K ﹤0.01%
3,606
-30,977
4128
$192K ﹤0.01%
7,974
+2,660
4129
$192K ﹤0.01%
23,889
-18,964
4130
$191K ﹤0.01%
13,626
+697
4131
$190K ﹤0.01%
7,018
+1,370
4132
$190K ﹤0.01%
21,127
-4,645
4133
$190K ﹤0.01%
72
+45
4134
$190K ﹤0.01%
4,573
-5
4135
$190K ﹤0.01%
11,999
+1,009
4136
$189K ﹤0.01%
42,180
+3,990
4137
$189K ﹤0.01%
8,902
-1,200
4138
$189K ﹤0.01%
3,996
-1,672
4139
$189K ﹤0.01%
8,530
+3,032
4140
$189K ﹤0.01%
11,756
-21,253
4141
$188K ﹤0.01%
18,861
-1,500
4142
$188K ﹤0.01%
6,908
-2,500
4143
$187K ﹤0.01%
28,179
-1,968
4144
$187K ﹤0.01%
9,552
+2,195
4145
$187K ﹤0.01%
2,642
-2,415
4146
$187K ﹤0.01%
23,642
-34,002
4147
$187K ﹤0.01%
10,071
-19
4148
$187K ﹤0.01%
10,750
4149
$186K ﹤0.01%
9,256
-1,927
4150
$186K ﹤0.01%
15,994
-7,144