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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
4026
$235K ﹤0.01%
20,336
-4,206
4027
$235K ﹤0.01%
10,160
-58,580
4028
$234K ﹤0.01%
10,664
-1
4029
$233K ﹤0.01%
+9,536
4030
$233K ﹤0.01%
8,801
+8,463
4031
$233K ﹤0.01%
9,335
+8,770
4032
$233K ﹤0.01%
4,258
-312
4033
$233K ﹤0.01%
+9,011
4034
$232K ﹤0.01%
13,764
+5,504
4035
$232K ﹤0.01%
12,801
+6,164
4036
$232K ﹤0.01%
23,951
-65,584
4037
$232K ﹤0.01%
72,728
+3,000
4038
$232K ﹤0.01%
28,449
+1,080
4039
$231K ﹤0.01%
40,496
+38,505
4040
$231K ﹤0.01%
15,999
-992
4041
$230K ﹤0.01%
35,020
-5,196
4042
$229K ﹤0.01%
37,621
-7,186
4043
$229K ﹤0.01%
9,931
-160,415
4044
$228K ﹤0.01%
7,087
-12,469
4045
$228K ﹤0.01%
5,413
-5,437
4046
$228K ﹤0.01%
+14,055
4047
$226K ﹤0.01%
+418
4048
$226K ﹤0.01%
9,434
+8,785
4049
$226K ﹤0.01%
17,287
-4,370
4050
$225K ﹤0.01%
5,333
+4,156