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
2076
$3.54M ﹤0.01%
80,062
-25,763
2077
$3.53M ﹤0.01%
199,950
-332,355
2078
$3.53M ﹤0.01%
259,644
+14,855
2079
$3.53M ﹤0.01%
74,080
+21,616
2080
$3.53M ﹤0.01%
190,506
+97,212
2081
$3.53M ﹤0.01%
217,846
+30,061
2082
$3.52M ﹤0.01%
126,820
+75,488
2083
$3.52M ﹤0.01%
296,920
+26,990
2084
$3.51M ﹤0.01%
393,839
-15,564
2085
$3.51M ﹤0.01%
189,963
-103,809
2086
$3.5M ﹤0.01%
130,938
-85,896
2087
$3.49M ﹤0.01%
296,700
-36,546
2088
$3.49M ﹤0.01%
370,863
-105,117
2089
$3.49M ﹤0.01%
42,538
-1,670
2090
$3.49M ﹤0.01%
307,605
-117,776
2091
$3.49M ﹤0.01%
82,213
+457
2092
$3.48M ﹤0.01%
93,293
+10,812
2093
$3.48M ﹤0.01%
15,933
+519
2094
$3.47M ﹤0.01%
137,809
-20,267
2095
$3.46M ﹤0.01%
240,588
+132,217
2096
$3.45M ﹤0.01%
280,108
+52,408
2097
$3.44M ﹤0.01%
173,144
-8,205
2098
$3.44M ﹤0.01%
127,123
-8,774
2099
$3.44M ﹤0.01%
128,203
-157,478
2100
$3.43M ﹤0.01%
49,387
+9,118