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
4601
$73K ﹤0.01%
491
+271
4602
$73K ﹤0.01%
6,409
-3,307
4603
$73K ﹤0.01%
9,055
4604
$73K ﹤0.01%
5,127
+4,727
4605
$73K ﹤0.01%
8,117
-15,923
4606
$73K ﹤0.01%
7,295
+2,135
4607
$72K ﹤0.01%
+3,005
4608
$72K ﹤0.01%
2,121
+41
4609
$72K ﹤0.01%
2,283
-2,340
4610
$72K ﹤0.01%
7,708
-2,252
4611
$72K ﹤0.01%
4,175
+3,356
4612
$72K ﹤0.01%
17,009
+5,421
4613
$72K ﹤0.01%
2,716
+947
4614
$71K ﹤0.01%
5,280
-8,664
4615
$71K ﹤0.01%
+200
4616
$71K ﹤0.01%
7
-5
4617
$71K ﹤0.01%
+3,700
4618
$71K ﹤0.01%
+1,150
4619
$70K ﹤0.01%
+18,100
4620
$70K ﹤0.01%
596
-63
4621
$70K ﹤0.01%
9,588
4622
$70K ﹤0.01%
6,500
-3,018
4623
$70K ﹤0.01%
2,833
-103
4624
$70K ﹤0.01%
9,328
+3,334
4625
$69K ﹤0.01%
2,543
-3,656