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
2101
$3.43M ﹤0.01%
143,508
-11,344
2102
$3.43M ﹤0.01%
409,085
+282,749
2103
$3.43M ﹤0.01%
193,661
-33,468
2104
$3.42M ﹤0.01%
304,778
-64,207
2105
$3.41M ﹤0.01%
113,836
-56,422
2106
$3.41M ﹤0.01%
178,223
+106,492
2107
$3.41M ﹤0.01%
68,446
-25,435
2108
$3.4M ﹤0.01%
246,999
+440
2109
$3.4M ﹤0.01%
36,978
+8,980
2110
$3.38M ﹤0.01%
115,029
+2,708
2111
$3.38M ﹤0.01%
81,290
-38,543
2112
$3.38M ﹤0.01%
888,849
-80,664
2113
$3.37M ﹤0.01%
129,805
-96
2114
$3.37M ﹤0.01%
919,092
+402,090
2115
$3.37M ﹤0.01%
25,905
+19,174
2116
$3.35M ﹤0.01%
175,389
+162,185
2117
$3.34M ﹤0.01%
185,599
-79,353
2118
$3.34M ﹤0.01%
90,925
-57,395
2119
$3.34M ﹤0.01%
118,146
-27,716
2120
$3.33M ﹤0.01%
236,718
-91,968
2121
$3.33M ﹤0.01%
107,569
-3,064
2122
$3.32M ﹤0.01%
420,779
+127,107
2123
$3.32M ﹤0.01%
169,302
+21,420
2124
$3.31M ﹤0.01%
161,025
-5,287
2125
$3.31M ﹤0.01%
414,728
-488,957