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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
4926
$35K ﹤0.01%
1,612
-5,956
4927
$35K ﹤0.01%
458
-348
4928
$35K ﹤0.01%
104
-63
4929
$35K ﹤0.01%
1,421
-584
4930
$35K ﹤0.01%
6,941
-24,088
4931
$35K ﹤0.01%
2,781
-800
4932
$35K ﹤0.01%
10,000
4933
$35K ﹤0.01%
2,945
-7,016
4934
$35K ﹤0.01%
1,292
+892
4935
$35K ﹤0.01%
5
+2
4936
$35K ﹤0.01%
1,332
-3,819
4937
$34K ﹤0.01%
2,702
-40,497
4938
$34K ﹤0.01%
1,265
4939
$34K ﹤0.01%
1,716
+1,606
4940
$34K ﹤0.01%
19,500
4941
$34K ﹤0.01%
627
+583
4942
$34K ﹤0.01%
2,600
+180
4943
$34K ﹤0.01%
1,600
-1,600
4944
$34K ﹤0.01%
1,119
+1,032
4945
$34K ﹤0.01%
2,700
4946
$33K ﹤0.01%
+1,083
4947
$33K ﹤0.01%
1,258
-58
4948
$33K ﹤0.01%
680
4949
$33K ﹤0.01%
610
+395
4950
$33K ﹤0.01%
7,300