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
826
$29M 0.01%
1,180,125
+271,210
827
$29M 0.01%
1,119,857
+85,222
828
$29M 0.01%
810,390
+218,536
829
$29M 0.01%
707,636
-62,992
830
$29M 0.01%
1,634,917
+239,774
831
$28.9M 0.01%
481,900
+50,897
832
$28.7M 0.01%
5,278,790
+3,251,700
833
$28.7M 0.01%
65,584
+2,016
834
$28.6M 0.01%
505,948
+165,118
835
$28.3M 0.01%
1,646,204
+540,064
836
$28.3M 0.01%
1,487,983
+103,003
837
$28M 0.01%
1,277,798
-56,892
838
$28M 0.01%
336,597
-1,721
839
$27.9M 0.01%
314,617
+180,227
840
$27.9M 0.01%
788,051
+2,144
841
$27.8M 0.01%
920,037
+60,582
842
$27.8M 0.01%
303,751
-48,304
843
$27.7M 0.01%
337,221
+9,265
844
$27.7M 0.01%
807,750
-886
845
$27.6M 0.01%
529,109
-100,982
846
$27.5M 0.01%
1,778,354
+265,225
847
$27.5M 0.01%
325,810
-8,425
848
$27.5M 0.01%
685,320
-98,406
849
$27.5M 0.01%
417,808
+25,895
850
$27.4M 0.01%
271,579
-41,806