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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
4626
$75K ﹤0.01%
3,750
-5,428
4627
$75K ﹤0.01%
7,077
-284
4628
$75K ﹤0.01%
5,728
+25
4629
$75K ﹤0.01%
4,400
+3,031
4630
$75K ﹤0.01%
1,235
-441
4631
$75K ﹤0.01%
545
+515
4632
$75K ﹤0.01%
8,278
4633
$75K ﹤0.01%
+1,501
4634
$75K ﹤0.01%
4,721
-4,015
4635
$74K ﹤0.01%
793
+745
4636
$74K ﹤0.01%
6,782
+6,332
4637
$74K ﹤0.01%
+2,250
4638
$74K ﹤0.01%
7,342
-43,307
4639
$74K ﹤0.01%
674
-52
4640
$74K ﹤0.01%
+3,753
4641
$73K ﹤0.01%
2,521
-2,802
4642
$73K ﹤0.01%
16,408
+7,706
4643
$73K ﹤0.01%
3,000
+2,865
4644
$73K ﹤0.01%
5,400
+2,900
4645
$73K ﹤0.01%
4,654
+587
4646
$73K ﹤0.01%
5,116
+915
4647
$72K ﹤0.01%
20,003
+20,000
4648
$72K ﹤0.01%
5,594
-498
4649
$72K ﹤0.01%
5,200
+1,775
4650
$72K ﹤0.01%
2,440
-629