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
651
$43.4M 0.02%
2,586,321
+809,307
652
$43.3M 0.02%
2,117,126
+72,770
653
$43.2M 0.02%
1,050,927
-119,042
654
$43M 0.02%
683,014
+157,093
655
$42.9M 0.02%
2,194,109
-393,760
656
$42.6M 0.02%
8,670,688
-2,833,216
657
$42.5M 0.02%
614,401
-15,150
658
$42.2M 0.02%
472,743
+112,513
659
$42.2M 0.02%
537,908
+27,989
660
$42M 0.02%
355,561
-70,109
661
$42M 0.02%
429,343
+196,054
662
$41.8M 0.02%
733,411
-107,035
663
$41.8M 0.02%
659,308
-48,375
664
$41.8M 0.02%
1,295,799
-8,704
665
$41.4M 0.01%
679,847
+36,676
666
$41.2M 0.01%
2,039,904
+114,332
667
$41M 0.01%
804,911
+260,304
668
$41M 0.01%
1,296,292
-4,990
669
$40.8M 0.01%
1,364,648
+254,926
670
$40.8M 0.01%
407,689
-150,148
671
$40.7M 0.01%
1,621,685
-332,043
672
$40.7M 0.01%
541,470
+15,846
673
$40.7M 0.01%
3,735,036
+66,424
674
$40.6M 0.01%
1,369,527
+247,019
675
$40.6M 0.01%
5,002,339
+994,675