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
1601
$7.3M ﹤0.01%
477,868
-194,376
1602
$7.24M ﹤0.01%
166,690
-11,818
1603
$7.23M ﹤0.01%
1,379,844
-331,793
1604
$7.21M ﹤0.01%
176,280
-8,246
1605
$7.21M ﹤0.01%
362,039
-6,132
1606
$7.2M ﹤0.01%
156,219
-58,333
1607
$7.19M ﹤0.01%
131,449
-88,489
1608
$7.19M ﹤0.01%
224,661
-234,726
1609
$7.19M ﹤0.01%
171,218
+37,670
1610
$7.19M ﹤0.01%
310,884
+10,334
1611
$7.16M ﹤0.01%
125,299
+34,793
1612
$7.16M ﹤0.01%
619,706
-202,789
1613
$7.14M ﹤0.01%
348,714
-35,460
1614
$7.14M ﹤0.01%
430,818
+417,618
1615
$7.14M ﹤0.01%
289,050
+61,761
1616
$7.12M ﹤0.01%
143,950
-101,665
1617
$7.12M ﹤0.01%
405,192
-22,100
1618
$7.11M ﹤0.01%
206,120
+42,880
1619
$7.11M ﹤0.01%
145,485
+13,486
1620
$7.09M ﹤0.01%
659,551
-66,823
1621
$7.09M ﹤0.01%
1,852,605
+723,225
1622
$7.09M ﹤0.01%
103,504
+5,826
1623
$7.07M ﹤0.01%
246,252
-843,899
1624
$7.04M ﹤0.01%
355,397
-71,200
1625
$7.04M ﹤0.01%
122,194
+117,956