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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
4426
$110K ﹤0.01%
8,042
+397
4427
$110K ﹤0.01%
9,700
-3,600
4428
$110K ﹤0.01%
5,051
-7,472
4429
$109K ﹤0.01%
4,770
+4,082
4430
$109K ﹤0.01%
3,389
-1,517
4431
$109K ﹤0.01%
2,068
-624
4432
$109K ﹤0.01%
304
-22
4433
$109K ﹤0.01%
2,667
-1,800
4434
$109K ﹤0.01%
20,842
4435
$109K ﹤0.01%
10,901
-10,714
4436
$108K ﹤0.01%
3,794
-972
4437
$108K ﹤0.01%
7,700
+7,159
4438
$107K ﹤0.01%
4,942
-2,116
4439
$107K ﹤0.01%
1,846
-801
4440
$107K ﹤0.01%
13,700
-35,508
4441
$107K ﹤0.01%
5,291
-94
4442
$107K ﹤0.01%
+1,600
4443
$107K ﹤0.01%
7,035
+3,207
4444
$107K ﹤0.01%
2,000
+800
4445
$107K ﹤0.01%
6,546
+6,097
4446
$107K ﹤0.01%
7,396
-3,626
4447
$107K ﹤0.01%
1,940
-5,677
4448
$107K ﹤0.01%
2,352
+472
4449
$107K ﹤0.01%
9,290
+350
4450
$107K ﹤0.01%
25,465
+25,364