Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
126
$435M 0.16%
7,461,689
+569,533
127
$428M 0.15%
3,890,963
-25,797
128
$425M 0.15%
2,570,695
+442,116
129
$422M 0.15%
10,440,950
+219,516
130
$421M 0.15%
2,925,557
-530,432
131
$418M 0.15%
4,994,655
+91,407
132
$417M 0.15%
11,700,977
+471,699
133
$416M 0.15%
10,474,417
-425,475
134
$414M 0.15%
8,320,431
+2,912,819
135
$412M 0.15%
5,012,778
-1,164,949
136
$411M 0.15%
7,441,568
-94,315
137
$409M 0.15%
10,823,891
-1,605,812
138
$404M 0.15%
5,725,116
+270,555
139
$403M 0.15%
10,065,022
-442,297
140
$399M 0.14%
7,569,554
+1,360,814
141
$399M 0.14%
3,746,483
+160,348
142
$397M 0.14%
11,259,566
+250,406
143
$396M 0.14%
1,251,161
+5,364
144
$386M 0.14%
4,339,495
+922,455
145
$385M 0.14%
5,889,252
-127,223
146
$385M 0.14%
4,293,461
+1,807,602
147
$384M 0.14%
7,610,273
-665,292
148
$378M 0.14%
3,912,260
+80,913
149
$376M 0.14%
4,501,940
+292,610
150
$375M 0.14%
3,623,812
+37,871