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
1001
$20.5M 0.01%
1,506,403
+388,587
1002
$20.5M 0.01%
1,151,528
+367,961
1003
$20.5M 0.01%
291,755
+24,439
1004
$20.4M 0.01%
322,365
-32,321
1005
$20.4M 0.01%
245,403
+33,456
1006
$20.3M 0.01%
2,146,346
-149,501
1007
$20.3M 0.01%
630,948
-51,706
1008
$20.3M 0.01%
133,939
+116,279
1009
$20.3M 0.01%
723,059
+442,998
1010
$20.3M 0.01%
360,248
+41,707
1011
$20.2M 0.01%
335,558
-277,127
1012
$20.2M 0.01%
1,006,645
-991,343
1013
$20.1M 0.01%
397,379
+21,043
1014
$20.1M 0.01%
870,973
+10,860
1015
$20.1M 0.01%
583,520
-168
1016
$20.1M 0.01%
511,053
+137,669
1017
$20.1M 0.01%
387,221
-538,643
1018
$20.1M 0.01%
1,107,112
+196,664
1019
$20.1M 0.01%
294,399
+123,508
1020
$20M 0.01%
748,461
+189,661
1021
$20M 0.01%
653,103
+418,743
1022
$19.8M 0.01%
726,749
-585,109
1023
$19.7M 0.01%
724,791
+517,359
1024
$19.7M 0.01%
1,691,320
-3,536
1025
$19.7M 0.01%
418,120
-184,110