We are live on ! Find out more
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
5001
$29K ﹤0.01%
6,500
+6,122
5002
$29K ﹤0.01%
4,074
5003
$29K ﹤0.01%
2,015
5004
$29K ﹤0.01%
1,888
-350
5005
$28K ﹤0.01%
+1,270
5006
$28K ﹤0.01%
9,120
-4,000
5007
$28K ﹤0.01%
421
+66
5008
$28K ﹤0.01%
9,000
5009
$28K ﹤0.01%
28,800
5010
$28K ﹤0.01%
+3,100
5011
$28K ﹤0.01%
+4,000
5012
$28K ﹤0.01%
5,200
-4,057
5013
$28K ﹤0.01%
1,401
-96
5014
$28K ﹤0.01%
659
-2,210
5015
$28K ﹤0.01%
2,696
-2,424
5016
$28K ﹤0.01%
693
-2,080
5017
$28K ﹤0.01%
2,462
5018
$28K ﹤0.01%
653
5019
$28K ﹤0.01%
+113
5020
$27K ﹤0.01%
5,300
5021
$27K ﹤0.01%
6,046
-586
5022
$27K ﹤0.01%
12,958
5023
$27K ﹤0.01%
911
+225
5024
$27K ﹤0.01%
10,000
-26
5025
$27K ﹤0.01%
668
-9,666