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
4401
$112K ﹤0.01%
2,226
-4,343
4402
$112K ﹤0.01%
11,034
4403
$112K ﹤0.01%
11,124
-21,861
4404
$112K ﹤0.01%
1,833
-898
4405
$111K ﹤0.01%
6
4406
$111K ﹤0.01%
6,950
-5,912
4407
$111K ﹤0.01%
7,462
-197
4408
$110K ﹤0.01%
3,054
-162
4409
$109K ﹤0.01%
6,420
+6,123
4410
$109K ﹤0.01%
+4,000
4411
$109K ﹤0.01%
3
+2
4412
$109K ﹤0.01%
9,298
+4,108
4413
$109K ﹤0.01%
2,685
+1,199
4414
$109K ﹤0.01%
5,886
-703
4415
$109K ﹤0.01%
4,601
-691
4416
$109K ﹤0.01%
2,398
+775
4417
$109K ﹤0.01%
7,935
-11,400
4418
$109K ﹤0.01%
+3,160
4419
$108K ﹤0.01%
3,066
+1,878
4420
$108K ﹤0.01%
4,300
-8,300
4421
$108K ﹤0.01%
11,410
-11,082
4422
0
4423
$107K ﹤0.01%
130
-326
4424
$106K ﹤0.01%
322
-12
4425
$106K ﹤0.01%
3,410
-45,152