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
4726
$52K ﹤0.01%
3,157
-1,264
4727
$51K ﹤0.01%
+5,012
4728
$51K ﹤0.01%
1,440
-1,698
4729
$51K ﹤0.01%
786
+451
4730
$51K ﹤0.01%
+2,130
4731
$51K ﹤0.01%
875
4732
$51K ﹤0.01%
7,385
-183,794
4733
$50K ﹤0.01%
7,983
4734
$50K ﹤0.01%
950
+832
4735
$50K ﹤0.01%
2,070
+70
4736
$50K ﹤0.01%
3,670
4737
$50K ﹤0.01%
3,000
-100
4738
$50K ﹤0.01%
2,337
+49
4739
$49K ﹤0.01%
6,374
-9,876
4740
$49K ﹤0.01%
8
+6
4741
$49K ﹤0.01%
6,940
+6,440
4742
$49K ﹤0.01%
2,266
-23,769
4743
$49K ﹤0.01%
2,334
4744
$49K ﹤0.01%
6,655
+5,584
4745
$49K ﹤0.01%
3,711
+1,511
4746
$49K ﹤0.01%
833
+734
4747
$49K ﹤0.01%
5,800
-4,821
4748
$49K ﹤0.01%
1,233
+870
4749
$49K ﹤0.01%
+2,651
4750
$49K ﹤0.01%
20,105
+17,205