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
1801
$5.4M ﹤0.01%
181,992
+159,906
1802
$5.36M ﹤0.01%
121,930
+6,287
1803
$5.36M ﹤0.01%
265,385
+14,408
1804
$5.35M ﹤0.01%
476,856
+231,665
1805
$5.35M ﹤0.01%
633,765
+12,158
1806
$5.34M ﹤0.01%
158,209
+89,466
1807
$5.33M ﹤0.01%
136,002
-30
1808
$5.33M ﹤0.01%
120,190
+22,619
1809
$5.33M ﹤0.01%
85,775
-68,623
1810
$5.32M ﹤0.01%
93,180
+92,480
1811
$5.32M ﹤0.01%
542,902
-30,998
1812
$5.32M ﹤0.01%
116,765
+21,244
1813
$5.31M ﹤0.01%
46,963
-39,513
1814
$5.31M ﹤0.01%
408,069
+250,878
1815
$5.3M ﹤0.01%
165,713
+43,830
1816
$5.29M ﹤0.01%
122,218
+4,738
1817
$5.29M ﹤0.01%
77,117
-4,906
1818
$5.28M ﹤0.01%
306,781
-109,429
1819
$5.28M ﹤0.01%
850,860
+9,013
1820
$5.27M ﹤0.01%
146,933
-64,056
1821
$5.27M ﹤0.01%
84,656
-2,276
1822
$5.25M ﹤0.01%
234,408
+31,879
1823
$5.25M ﹤0.01%
131,114
-18,441
1824
$5.25M ﹤0.01%
148,213
+8,915
1825
$5.25M ﹤0.01%
42,096
-20,621