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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
3976
$253K ﹤0.01%
85,259
+6,900
3977
$253K ﹤0.01%
34,604
-7,470
3978
$253K ﹤0.01%
26,342
+945
3979
$253K ﹤0.01%
18,316
+81
3980
$252K ﹤0.01%
3,515
+2,720
3981
$252K ﹤0.01%
33,371
-235,722
3982
$252K ﹤0.01%
8,100
-19,260
3983
$251K ﹤0.01%
22,702
-2,028
3984
$251K ﹤0.01%
6,853
-54
3985
$251K ﹤0.01%
1,750
-401
3986
$250K ﹤0.01%
18,084
+4,349
3987
$250K ﹤0.01%
16,540
+13,945
3988
$249K ﹤0.01%
5,574
-1,987
3989
$248K ﹤0.01%
4,690
-4,093
3990
$248K ﹤0.01%
7,380
-108,680
3991
$248K ﹤0.01%
4,779
-952
3992
$248K ﹤0.01%
16,710
+173
3993
$247K ﹤0.01%
689
+612
3994
$246K ﹤0.01%
14,468
+14,167
3995
$246K ﹤0.01%
6,207
+2,962
3996
$245K ﹤0.01%
14,916
-22,518
3997
$245K ﹤0.01%
18,444
+277
3998
$245K ﹤0.01%
4,304
-1,106
3999
$245K ﹤0.01%
14,323
+13,310
4000
$244K ﹤0.01%
7,575
+264