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
1551
$7.92M ﹤0.01%
182,350
-28,758
1552
$7.92M ﹤0.01%
604,989
-182,355
1553
$7.92M ﹤0.01%
1,055,932
+3,728
1554
$7.92M ﹤0.01%
296,952
-7,966
1555
$7.91M ﹤0.01%
136,024
+9,016
1556
$7.9M ﹤0.01%
332,083
+331,083
1557
$7.9M ﹤0.01%
13,607
-2,698
1558
$7.86M ﹤0.01%
114,492
+97,786
1559
$7.84M ﹤0.01%
275,693
+4,348
1560
$7.84M ﹤0.01%
175,825
-15,914
1561
$7.83M ﹤0.01%
322,063
-648
1562
$7.8M ﹤0.01%
204,783
+91,899
1563
$7.78M ﹤0.01%
165,653
-11,806
1564
$7.76M ﹤0.01%
422,975
+2,991
1565
$7.75M ﹤0.01%
382,272
+17,745
1566
$7.75M ﹤0.01%
900,312
+445,072
1567
$7.74M ﹤0.01%
28,285
-606
1568
$7.73M ﹤0.01%
38,790
-8,575
1569
$7.73M ﹤0.01%
119,262
-14,524
1570
$7.73M ﹤0.01%
212,434
+31,919
1571
$7.69M ﹤0.01%
968,934
+62,600
1572
$7.66M ﹤0.01%
260,872
+74,744
1573
$7.62M ﹤0.01%
313,214
+224,586
1574
$7.62M ﹤0.01%
367,185
+103,339
1575
$7.61M ﹤0.01%
261,841
-47,479