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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
3926
$269K ﹤0.01%
11,383
+2,991
3927
$269K ﹤0.01%
7,246
+2,486
3928
$269K ﹤0.01%
24,690
-460
3929
$269K ﹤0.01%
23,576
-6,610
3930
$269K ﹤0.01%
17,682
-2,763
3931
$268K ﹤0.01%
37,375
+11,356
3932
$268K ﹤0.01%
5,315
-13,323
3933
$268K ﹤0.01%
70,337
-40,088
3934
$268K ﹤0.01%
2,390
+251
3935
$268K ﹤0.01%
23,029
+21,448
3936
$267K ﹤0.01%
36,119
-48,236
3937
$267K ﹤0.01%
1,390
-654
3938
$267K ﹤0.01%
12,428
+4,469
3939
$267K ﹤0.01%
8,941
+361
3940
$267K ﹤0.01%
13,778
+618
3941
$266K ﹤0.01%
26,648
+4,350
3942
$266K ﹤0.01%
8,333
+6,218
3943
$264K ﹤0.01%
9,677
+6,927
3944
$264K ﹤0.01%
19,712
+5,743
3945
$263K ﹤0.01%
26,479
-2,771
3946
$263K ﹤0.01%
8,523
+3,766
3947
$262K ﹤0.01%
3,328
+183
3948
$262K ﹤0.01%
13,772
-18,604
3949
$262K ﹤0.01%
18,204
3950
$261K ﹤0.01%
8,973
+3,812