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
5051
$23K ﹤0.01%
+5,588
5052
$23K ﹤0.01%
5,200
-37,686
5053
$23K ﹤0.01%
838
-10,532
5054
$22K ﹤0.01%
+350
5055
$22K ﹤0.01%
21
+8
5056
$22K ﹤0.01%
+1,828
5057
$22K ﹤0.01%
273
+34
5058
$22K ﹤0.01%
+1,704
5059
$22K ﹤0.01%
800
+500
5060
$22K ﹤0.01%
800
-273
5061
$22K ﹤0.01%
+25
5062
$22K ﹤0.01%
1,286
5063
$22K ﹤0.01%
6,137
+52
5064
$22K ﹤0.01%
1,016
-1,732
5065
$22K ﹤0.01%
1,869
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5066
$22K ﹤0.01%
883
-1,090
5067
$22K ﹤0.01%
4,000
-100
5068
$22K ﹤0.01%
2,709
-99
5069
$21K ﹤0.01%
2,100
+1,300
5070
$21K ﹤0.01%
1,223
-1,041
5071
$21K ﹤0.01%
1,720
-1,250
5072
$21K ﹤0.01%
15,267
+267
5073
$21K ﹤0.01%
1,687
-2,868
5074
$21K ﹤0.01%
246
5075
$21K ﹤0.01%
2,500
-1,700