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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227B
AUM Growth
-$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,447
New
Increased
Reduced
Closed

Top Sells

1 +$1.1B
2 +$860M
3 +$746M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$703M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$699M

Sector Composition

1 Industrials 9.29%
2 Healthcare 8.54%
3 Technology 8.51%
4 Financials 8.33%
5 Energy 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3576
$473K ﹤0.01%
32,981
+8,115
3577
$471K ﹤0.01%
25,306
+12,971
3578
$471K ﹤0.01%
34,674
-7,055
3579
$470K ﹤0.01%
37,405
-2,324
3580
$470K ﹤0.01%
35,820
-2,115
3581
$470K ﹤0.01%
23,110
-670
3582
$469K ﹤0.01%
15,538
+7,830
3583
$469K ﹤0.01%
35,580
+1,425
3584
$467K ﹤0.01%
35,348
+406
3585
$467K ﹤0.01%
5,877
+3,695
3586
$466K ﹤0.01%
35,320
+32,641
3587
$464K ﹤0.01%
17,618
+2,494
3588
$463K ﹤0.01%
4,641
-3,620
3589
$462K ﹤0.01%
8,725
-2,752
3590
$462K ﹤0.01%
26,020
-7,297
3591
$462K ﹤0.01%
9,416
+176
3592
$461K ﹤0.01%
57,430
-5,409
3593
$461K ﹤0.01%
12,681
+5,498
3594
$460K ﹤0.01%
25,556
-5,686
3595
$460K ﹤0.01%
19,536
-57,150
3596
$459K ﹤0.01%
3,362
-4,086
3597
$459K ﹤0.01%
26,783
+12,432
3598
$459K ﹤0.01%
34,068
-3,790
3599
$459K ﹤0.01%
109,469
-5,821
3600
$457K ﹤0.01%
+4,000