Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
1
$6.29B 2.26%
34,039,976
-1,732,191
2
$4.34B 1.56%
42,873,013
+72,211
3
$2.85B 1.02%
142,048,312
-18,725,728
4
$2.58B 0.93%
38,490,513
-1,243,967
5
$2.42B 0.87%
58,942,660
+412,696
6
$2.28B 0.82%
24,871,271
+988,648
7
$2.24B 0.8%
19,377,354
+3,820,133
8
$2.2B 0.79%
37,542,256
+2,145,297
9
$2.19B 0.79%
16,332,375
+391,810
10
$2.07B 0.75%
25,011,608
-136,291
11
$1.99B 0.72%
24,439,335
+875,542
12
$1.98B 0.71%
15,842,461
-66,007
13
$1.88B 0.68%
19,426,740
+1,670,786
14
$1.84B 0.66%
43,954,039
-6,926,258
15
$1.69B 0.61%
23,623,959
+1,541,372
16
$1.68B 0.6%
26,015,235
+2,218,570
17
$1.54B 0.55%
53,036,559
+1,077,373
18
$1.52B 0.55%
17,672,944
+856,324
19
$1.51B 0.54%
8,445,607
-637,284
20
$1.51B 0.54%
21,339,263
+4,178,444
21
$1.49B 0.54%
8,047,407
+2,809,517
22
$1.47B 0.53%
23,849,810
-2,451,624
23
$1.43B 0.52%
17,929,926
+647,618
24
$1.42B 0.51%
15,293,521
+672,826
25
$1.38B 0.5%
36,876,362
-17,160,420
1
2 3 4 5