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
2301
$2.55M ﹤0.01%
118,430
-1,155,466
2302
$2.55M ﹤0.01%
324,652
+299,644
2303
$2.54M ﹤0.01%
50,699
-7,334
2304
$2.54M ﹤0.01%
14,978
+3,398
2305
$2.54M ﹤0.01%
276,975
+80,739
2306
$2.54M ﹤0.01%
75,884
+18,020
2307
$2.54M ﹤0.01%
11,407
+579
2308
$2.53M ﹤0.01%
96,921
-2,923
2309
$2.53M ﹤0.01%
62,220
+28,656
2310
$2.53M ﹤0.01%
225,633
-9,667
2311
$2.53M ﹤0.01%
919,561
-45,104
2312
$2.52M ﹤0.01%
109,032
+66,386
2313
$2.52M ﹤0.01%
44,979
-1,914
2314
$2.51M ﹤0.01%
59,671
+9,320
2315
$2.51M ﹤0.01%
22,819
+74
2316
$2.51M ﹤0.01%
40,508
+9,856
2317
$2.5M ﹤0.01%
34,836
+3,604
2318
$2.5M ﹤0.01%
98,346
-16,389
2319
$2.5M ﹤0.01%
213,615
-212,075
2320
$2.5M ﹤0.01%
74,519
-36,361
2321
$2.49M ﹤0.01%
77,595
-132,689
2322
$2.48M ﹤0.01%
48,315
-2,948
2323
$2.48M ﹤0.01%
105,075
+40,997
2324
$2.48M ﹤0.01%
43,715
+614
2325
$2.48M ﹤0.01%
48,206
+14,752