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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
4451
$106K ﹤0.01%
251,850
-9,000
4452
$106K ﹤0.01%
5,392
+577
4453
$105K ﹤0.01%
100
+67
4454
$105K ﹤0.01%
16,571
+1,305
4455
$105K ﹤0.01%
12,050
-3,218
4456
$105K ﹤0.01%
2,578
+793
4457
$105K ﹤0.01%
5,530
-172
4458
$105K ﹤0.01%
8,990
-1,269
4459
$105K ﹤0.01%
6,000
4460
$104K ﹤0.01%
+4,000
4461
$104K ﹤0.01%
1,647
-3,424
4462
$104K ﹤0.01%
+2,000
4463
$103K ﹤0.01%
4,638
4464
$103K ﹤0.01%
9,027
-626
4465
$103K ﹤0.01%
5,371
+416
4466
$103K ﹤0.01%
12,217
-221
4467
$102K ﹤0.01%
1,094
-720
4468
$102K ﹤0.01%
8,391
-7,781
4469
$102K ﹤0.01%
6,702
+1,045
4470
$101K ﹤0.01%
2,135
+460
4471
$101K ﹤0.01%
19,108
-4,765
4472
$101K ﹤0.01%
4,458
-1,949
4473
$101K ﹤0.01%
194
-18
4474
$101K ﹤0.01%
16,121
+4,814
4475
$101K ﹤0.01%
2,082
-2,538