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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
4226
$160K ﹤0.01%
5,588
-2,577
4227
$160K ﹤0.01%
15,100
+6,647
4228
$160K ﹤0.01%
4,313
-10,116
4229
$160K ﹤0.01%
52,963
+10,995
4230
$160K ﹤0.01%
3,151
+26
4231
$159K ﹤0.01%
384
-674
4232
$159K ﹤0.01%
7,741
+76
4233
$159K ﹤0.01%
6,156
+3,780
4234
$159K ﹤0.01%
5,450
+993
4235
$159K ﹤0.01%
7,094
-14,747
4236
$158K ﹤0.01%
1,715
+144
4237
$158K ﹤0.01%
+4,972
4238
$158K ﹤0.01%
4,104
+3,628
4239
$158K ﹤0.01%
11,786
-8,454
4240
$158K ﹤0.01%
11,984
-4,000
4241
$158K ﹤0.01%
5,743
-4,127
4242
$157K ﹤0.01%
7,364
+1,064
4243
$157K ﹤0.01%
25,846
+600
4244
$157K ﹤0.01%
46,628
4245
$157K ﹤0.01%
147,870
+75,179
4246
$157K ﹤0.01%
8,399
-5,157
4247
$157K ﹤0.01%
6,000
+3,000
4248
$156K ﹤0.01%
5,513
+2,024
4249
$155K ﹤0.01%
11,489
-19,518
4250
$155K ﹤0.01%
14,878
+10,615