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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
4301
$144K ﹤0.01%
6,419
+4,269
4302
$144K ﹤0.01%
7,135
-30
4303
$143K ﹤0.01%
32,794
-234,609
4304
$143K ﹤0.01%
3,850
-1,288
4305
$143K ﹤0.01%
28,530
-722,827
4306
$143K ﹤0.01%
+1,130
4307
$143K ﹤0.01%
11,595
-5,000
4308
$143K ﹤0.01%
8,017
-14,699
4309
0
4310
$142K ﹤0.01%
5,073
-13,922
4311
$142K ﹤0.01%
9,600
-5,200
4312
$142K ﹤0.01%
+3,628
4313
$142K ﹤0.01%
3,959
-361
4314
$141K ﹤0.01%
6,390
+2,872
4315
$140K ﹤0.01%
16,044
-1,768
4316
$140K ﹤0.01%
8,070
-311
4317
$140K ﹤0.01%
7,050
+758
4318
$140K ﹤0.01%
2,000
+1,400
4319
$139K ﹤0.01%
3,920
+1,929
4320
$139K ﹤0.01%
+1,653
4321
$139K ﹤0.01%
36,791
-1,476
4322
$139K ﹤0.01%
4,001
+843
4323
$139K ﹤0.01%
1,133
-91
4324
$138K ﹤0.01%
13,728
+1,039
4325
$138K ﹤0.01%
12,240
+4,045