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
4326
$130K ﹤0.01%
13,323
-312
4327
$130K ﹤0.01%
20,013
-12,975
4328
$130K ﹤0.01%
41,600
+40,000
4329
$130K ﹤0.01%
7,381
-1,792
4330
$130K ﹤0.01%
6,517
4331
$130K ﹤0.01%
10,175
-35,619
4332
$130K ﹤0.01%
382,669
-857,024
4333
$129K ﹤0.01%
4,978
+4,294
4334
$129K ﹤0.01%
14,294
4335
$129K ﹤0.01%
10,901
-2,856
4336
$129K ﹤0.01%
7,201
+3,501
4337
$129K ﹤0.01%
41,499
-109,188
4338
$128K ﹤0.01%
12,077
-14
4339
$128K ﹤0.01%
34,036
+29,036
4340
$128K ﹤0.01%
6,811
-9,898
4341
$128K ﹤0.01%
24,800
-45,300
4342
$127K ﹤0.01%
10,593
+8,608
4343
$126K ﹤0.01%
7,595
-135
4344
$126K ﹤0.01%
4,272
-1,688
4345
$126K ﹤0.01%
+5,203
4346
$126K ﹤0.01%
19,616
-57,136
4347
$126K ﹤0.01%
6,429
+5,664
4348
$126K ﹤0.01%
10,000
+4,450
4349
$126K ﹤0.01%
2,758
+1,198
4350
$125K ﹤0.01%
3,763
-15