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
4151
$186K ﹤0.01%
141,890
+107,137
4152
$186K ﹤0.01%
10,320
-2,400
4153
$185K ﹤0.01%
8,532
+4,470
4154
$185K ﹤0.01%
14,384
+12,372
4155
$184K ﹤0.01%
16,996
-8,780
4156
$184K ﹤0.01%
13,973
-72
4157
$183K ﹤0.01%
1,604
+442
4158
$183K ﹤0.01%
9,348
+3,697
4159
$183K ﹤0.01%
7,723
-2,875
4160
$182K ﹤0.01%
14,977
+13,274
4161
$182K ﹤0.01%
15,907
-1,448
4162
$182K ﹤0.01%
39,000
+28,996
4163
$182K ﹤0.01%
28,389
+5,521
4164
$182K ﹤0.01%
+2,310
4165
$181K ﹤0.01%
+5,208
4166
$181K ﹤0.01%
11,557
+550
4167
$180K ﹤0.01%
7,434
-3,116
4168
$180K ﹤0.01%
15,681
+15,098
4169
$179K ﹤0.01%
9,310
+9,021
4170
$179K ﹤0.01%
19,170
+8,470
4171
$179K ﹤0.01%
10,365
-1,567
4172
$179K ﹤0.01%
6,592
-11,406
4173
$179K ﹤0.01%
2,742
+1,773
4174
$179K ﹤0.01%
8,607
-858
4175
$178K ﹤0.01%
14,013
-4,610