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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
4476
$100K ﹤0.01%
28,319
-10,867
4477
$100K ﹤0.01%
2,050
+243
4478
$100K ﹤0.01%
6,423
+4,907
4479
$100K ﹤0.01%
16,463
+3,857
4480
$100K ﹤0.01%
+19,400
4481
$100K ﹤0.01%
2,169
+648
4482
$100K ﹤0.01%
17,574
-3,185
4483
$100K ﹤0.01%
32,206
-4,394
4484
$99K ﹤0.01%
5,200
+659
4485
$99K ﹤0.01%
8,357
+3,670
4486
$99K ﹤0.01%
4,337
+422
4487
$98K ﹤0.01%
4,575
-1,400
4488
$98K ﹤0.01%
14,244
+10,979
4489
$98K ﹤0.01%
15,000
4490
$98K ﹤0.01%
6,233
+3,126
4491
$98K ﹤0.01%
2,927
-8,307
4492
$98K ﹤0.01%
6,900
-54
4493
$98K ﹤0.01%
6,200
+1,700
4494
$97K ﹤0.01%
5,010
4495
$97K ﹤0.01%
47
4496
$97K ﹤0.01%
9,900
-1,000
4497
$97K ﹤0.01%
11,221
-620
4498
$97K ﹤0.01%
1,108
-107
4499
$97K ﹤0.01%
2,484
-5
4500
$97K ﹤0.01%
3,329
-13,688