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
4626
$69K ﹤0.01%
505
-30
4627
$68K ﹤0.01%
1,432
+307
4628
$68K ﹤0.01%
14,931
+2,495
4629
$68K ﹤0.01%
11,947
-24,454
4630
$68K ﹤0.01%
2,509
-16,686
4631
$68K ﹤0.01%
1,023
+987
4632
$68K ﹤0.01%
3,146
+775
4633
$68K ﹤0.01%
15,644
-59
4634
$68K ﹤0.01%
8,325
+3,844
4635
$68K ﹤0.01%
2,945
-17
4636
$67K ﹤0.01%
+562
4637
$67K ﹤0.01%
6,652
4638
$67K ﹤0.01%
4,100
+3,838
4639
$66K ﹤0.01%
1,950
-1,226
4640
$66K ﹤0.01%
800
+656
4641
$66K ﹤0.01%
3,579
-305
4642
$66K ﹤0.01%
1,402
4643
$65K ﹤0.01%
2,613
+1,028
4644
$65K ﹤0.01%
5,150
4645
$65K ﹤0.01%
6,201
-4,650
4646
$64K ﹤0.01%
4,299
+4,129
4647
$64K ﹤0.01%
6,323
+6,155
4648
$64K ﹤0.01%
2,242
-970
4649
$64K ﹤0.01%
1,410
+410
4650
$64K ﹤0.01%
5,275
-8,100