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
4276
$145K ﹤0.01%
8,722
-258
4277
$145K ﹤0.01%
8,278
-5,667
4278
$145K ﹤0.01%
21,416
-4,999
4279
$145K ﹤0.01%
12,500
-136
4280
$144K ﹤0.01%
6,438
+6,211
4281
$144K ﹤0.01%
5,305
+4,805
4282
$144K ﹤0.01%
8,851
+3,368
4283
$144K ﹤0.01%
25,065
+3,795
4284
$144K ﹤0.01%
10,950
-78,800
4285
$143K ﹤0.01%
62,589
+45,775
4286
$143K ﹤0.01%
9,447
+8,187
4287
$143K ﹤0.01%
6,510
+508
4288
$143K ﹤0.01%
68,842
+50,812
4289
$143K ﹤0.01%
9,468
+5,778
4290
$143K ﹤0.01%
8,364
+262
4291
$142K ﹤0.01%
7,405
+4,771
4292
$142K ﹤0.01%
8,620
+2,225
4293
$141K ﹤0.01%
+38,104
4294
$141K ﹤0.01%
5,314
+5,020
4295
$141K ﹤0.01%
7,470
+1,270
4296
$141K ﹤0.01%
9,761
+6,505
4297
$140K ﹤0.01%
30,739
+8,387
4298
$140K ﹤0.01%
2,259,098
4299
$139K ﹤0.01%
13,213
+730
4300
$139K ﹤0.01%
2,208
+1,728
170 171
172
173 174