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
801
$30.4M 0.01%
881,780
+117,491
802
$30.3M 0.01%
389,066
-83,400
803
$30.3M 0.01%
323,183
-512
804
$30.2M 0.01%
359,644
+192,273
805
$30.2M 0.01%
282,671
+42,935
806
$30M 0.01%
1,506,010
-16,900
807
$30M 0.01%
1,591,816
+10,038
808
$29.9M 0.01%
360,181
-102,945
809
$29.9M 0.01%
393,662
+253,743
810
$29.8M 0.01%
315,073
-14,535
811
$29.7M 0.01%
210,312
-4,634
812
$29.7M 0.01%
293,482
-47,544
813
$29.6M 0.01%
800,279
-70,022
814
$29.6M 0.01%
559,081
-4,780
815
$29.5M 0.01%
560,491
+76,300
816
$29.4M 0.01%
1,064,670
+19,357
817
$29.4M 0.01%
8,496,205
+2,096,860
818
$29.3M 0.01%
349,820
+53,560
819
$29.3M 0.01%
451,975
+3,704
820
$29.3M 0.01%
463,725
-13,250
821
$29.2M 0.01%
477,051
+127,365
822
$29.2M 0.01%
2,395,966
+1,484,624
823
$29.2M 0.01%
1,269,458
-195,194
824
$29.2M 0.01%
611,342
+126,955
825
$29.1M 0.01%
1,084,155
-1,813,247