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
501
$70.5M 0.03%
1,486,800
+920,598
502
$69.7M 0.03%
3,314,140
-622,559
503
$69.1M 0.02%
659,828
-213,211
504
$69.1M 0.02%
2,635,912
-4,312
505
$69M 0.02%
1,152,094
-680,360
506
$68.9M 0.02%
926,742
+35,543
507
$68.5M 0.02%
2,436,424
+597,328
508
$68.4M 0.02%
1,312,926
-75,720
509
$68.1M 0.02%
1,632,398
-97,683
510
$68M 0.02%
1,494,951
-77,357
511
$67.7M 0.02%
3,841,515
-1,102,976
512
$67.7M 0.02%
1,660,085
-147,260
513
$67.4M 0.02%
671,088
-281,962
514
$67M 0.02%
1,246,910
+55,670
515
$66.9M 0.02%
2,239,829
-2,065,048
516
$66.9M 0.02%
2,435,120
+993,206
517
$66.7M 0.02%
874,523
+144,496
518
$66.7M 0.02%
853,430
-75,216
519
$66.7M 0.02%
1,811,394
-22,236
520
$66.7M 0.02%
947,101
+701,815
521
$66.5M 0.02%
2,031,626
-80,328
522
$66.4M 0.02%
1,207,586
+23,981
523
$66M 0.02%
2,659,624
+665,484
524
$65.8M 0.02%
+1,033,173
525
$65.6M 0.02%
3,614,315
-2,935,980