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
1201
$13.6M ﹤0.01%
159,663
-47,601
1202
$13.6M ﹤0.01%
153,968
+14,528
1203
$13.6M ﹤0.01%
448,571
-47,457
1204
$13.6M ﹤0.01%
353,690
+28,398
1205
$13.5M ﹤0.01%
2,274,395
+561,630
1206
$13.5M ﹤0.01%
330,787
-168,636
1207
$13.4M ﹤0.01%
624,526
-940,025
1208
$13.4M ﹤0.01%
351,158
-77,189
1209
$13.4M ﹤0.01%
235,112
-115,251
1210
$13.3M ﹤0.01%
458,487
+96,577
1211
$13.3M ﹤0.01%
163,588
-383,793
1212
$13.3M ﹤0.01%
289,080
-265,225
1213
$13.3M ﹤0.01%
234,255
+67,330
1214
$13.3M ﹤0.01%
569,390
-726,693
1215
$13.3M ﹤0.01%
720,889
+50,468
1216
$13.3M ﹤0.01%
1,807,391
+903,858
1217
$13.3M ﹤0.01%
665,973
+44,994
1218
$13.2M ﹤0.01%
423,497
-71,453
1219
$13.2M ﹤0.01%
109,184
-19,039
1220
$13.1M ﹤0.01%
394,810
+221,143
1221
$13.1M ﹤0.01%
334,895
-43,212
1222
$13.1M ﹤0.01%
609,266
-17,488
1223
$13.1M ﹤0.01%
734,538
+152,881
1224
$13M ﹤0.01%
839,109
+72,045
1225
$13M ﹤0.01%
395,743
+62,201