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
1101
$16.8M 0.01%
416,293
+32,219
1102
$16.8M 0.01%
307,626
-30,967
1103
$16.8M 0.01%
631,550
+193,961
1104
$16.7M 0.01%
1,322,246
-158,034
1105
$16.7M 0.01%
430,386
+125,153
1106
$16.6M 0.01%
311,117
-876
1107
$16.6M 0.01%
239,956
+11,896
1108
$16.6M 0.01%
240,714
-41,614
1109
$16.5M 0.01%
367,248
+267,371
1110
$16.5M 0.01%
461,763
+437,767
1111
$16.5M 0.01%
219,741
+13,321
1112
$16.5M 0.01%
327,789
+8,215
1113
$16.4M 0.01%
361,442
-47,028
1114
$16.4M 0.01%
828,968
-29,006
1115
$16.4M 0.01%
181,411
-91,860
1116
$16.4M 0.01%
463,874
-4,732
1117
$16.3M 0.01%
776,833
+30,684
1118
$16.3M 0.01%
898,175
-216,545
1119
$16.3M 0.01%
67,053
+3,464
1120
$16.3M 0.01%
267,515
+258,737
1121
$16.2M 0.01%
323,544
-341,932
1122
$16.2M 0.01%
333,583
+18,025
1123
$16.2M 0.01%
626,906
+22,046
1124
$16.2M 0.01%
363,092
-8,476
1125
$16.2M 0.01%
616,064
-380,199