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
4201
$167K ﹤0.01%
12,075
+2,760
4202
$167K ﹤0.01%
33,612
+31,932
4203
$166K ﹤0.01%
11,921
-6,193
4204
$166K ﹤0.01%
4,148
-306
4205
$166K ﹤0.01%
16,181
+12,006
4206
$166K ﹤0.01%
4,593
-4,008
4207
$166K ﹤0.01%
6,286
+3,786
4208
$165K ﹤0.01%
4,118
-3,492
4209
$165K ﹤0.01%
1,230
-844
4210
$165K ﹤0.01%
5,250
+2,250
4211
$164K ﹤0.01%
6,165
+3,089
4212
$164K ﹤0.01%
2,026
-363
4213
$164K ﹤0.01%
16,026
-75,581
4214
$164K ﹤0.01%
9,469
+4,538
4215
$164K ﹤0.01%
79,791
+33
4216
$164K ﹤0.01%
+6,350
4217
$163K ﹤0.01%
2,872
-1,523
4218
$163K ﹤0.01%
6,300
+34
4219
$163K ﹤0.01%
2,167
+2,152
4220
$163K ﹤0.01%
14,100
+4,557
4221
$163K ﹤0.01%
17,489
+5,237
4222
$163K ﹤0.01%
41,462
+41,144
4223
$163K ﹤0.01%
20,841
+20,621
4224
$163K ﹤0.01%
14,303
-16,606
4225
$162K ﹤0.01%
20,065
+2,362