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
4801
$44K ﹤0.01%
5,850
+1,500
4802
$44K ﹤0.01%
7,332
-400
4803
$43K ﹤0.01%
2,081
-6,172
4804
$43K ﹤0.01%
+1,265
4805
$43K ﹤0.01%
2,549
-2,885
4806
$43K ﹤0.01%
3,265
4807
$43K ﹤0.01%
5,405
-1,217
4808
$43K ﹤0.01%
1,610
-454
4809
$43K ﹤0.01%
2,516
-1,489
4810
$43K ﹤0.01%
12,704
4811
$43K ﹤0.01%
2,121
+1,771
4812
$43K ﹤0.01%
3,756
+561
4813
$43K ﹤0.01%
1,500
4814
$43K ﹤0.01%
23,476
-25,765
4815
$43K ﹤0.01%
1,021
+207
4816
$43K ﹤0.01%
2,679
+2,491
4817
$42K ﹤0.01%
3,038
+2,488
4818
$42K ﹤0.01%
5,468
+465
4819
$42K ﹤0.01%
7,552
-2,160
4820
$42K ﹤0.01%
15,013
-491
4821
$42K ﹤0.01%
1,400
-1,978
4822
$42K ﹤0.01%
1,732
-716
4823
$41K ﹤0.01%
1,311
+1,265
4824
$41K ﹤0.01%
11,085
-1,679
4825
$41K ﹤0.01%
9,755
+4,516