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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
4726
$60K ﹤0.01%
7,100
-3,000
4727
$60K ﹤0.01%
4,054
-1,946
4728
$60K ﹤0.01%
4,750
-1,085
4729
$60K ﹤0.01%
9,620
-4,300
4730
$59K ﹤0.01%
2,022
-2,510
4731
$59K ﹤0.01%
18,000
-1
4732
$59K ﹤0.01%
+1,300
4733
$59K ﹤0.01%
2
4734
$59K ﹤0.01%
13,194
-289,682
4735
$59K ﹤0.01%
5,039
-5,933
4736
$59K ﹤0.01%
4,832
-103,139
4737
$59K ﹤0.01%
7,391
-768,192
4738
$58K ﹤0.01%
1,157
+657
4739
$58K ﹤0.01%
1,274
+580
4740
$58K ﹤0.01%
66,703
-11,502
4741
$58K ﹤0.01%
6,000
4742
$58K ﹤0.01%
2,435
+2,024
4743
$57K ﹤0.01%
3,874
-2,790
4744
$57K ﹤0.01%
824
-39
4745
$57K ﹤0.01%
5,000
-151
4746
$57K ﹤0.01%
1,670
+775
4747
$57K ﹤0.01%
2,100
-885
4748
$57K ﹤0.01%
4,000
+3,923
4749
$57K ﹤0.01%
3,679
+498
4750
$57K ﹤0.01%
8,775
-9,915