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
626
$45.9M 0.02%
4,117,480
+42,984
627
$45.7M 0.02%
6,146,995
-2,806,378
628
$45.7M 0.02%
810,557
+230,083
629
$45.6M 0.02%
1,206,375
-64,751
630
$45.5M 0.02%
847,006
-688,624
631
$45.5M 0.02%
3,839,056
+28,276
632
$45.5M 0.02%
1,534,383
-717,584
633
$45.4M 0.02%
6,718,498
+1,210,919
634
$45.2M 0.02%
885,596
+87,651
635
$45M 0.02%
735,135
-17,004
636
$44.9M 0.02%
783,173
-29,513
637
$44.8M 0.02%
329,449
+27,460
638
$44.7M 0.02%
484,344
-78,777
639
$44.6M 0.02%
296,281
-216,655
640
$44.5M 0.02%
984,300
+123,463
641
$44.4M 0.02%
646,765
-86,425
642
$44.1M 0.02%
683,730
+126,833
643
$44.1M 0.02%
1,868,217
+49,486
644
$43.9M 0.02%
+1,738,642
645
$43.9M 0.02%
528,619
+7,198
646
$43.8M 0.02%
1,133,308
+172,328
647
$43.8M 0.02%
1,804,123
-429,711
648
$43.6M 0.02%
1,870,985
-35,360
649
$43.5M 0.02%
1,212,770
+183,045
650
$43.4M 0.02%
1,077,925
-4,177,689