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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
5126
$20K ﹤0.01%
+1,000
5127
$20K ﹤0.01%
1,568
+1,076
5128
$20K ﹤0.01%
472
-651
5129
$20K ﹤0.01%
872
-3,871
5130
$20K ﹤0.01%
1,200
+879
5131
$20K ﹤0.01%
1,597
-1,642
5132
$20K ﹤0.01%
+2,157
5133
$20K ﹤0.01%
+2,600
5134
$20K ﹤0.01%
14
+10
5135
$20K ﹤0.01%
900
+9
5136
$20K ﹤0.01%
697
+88
5137
$19K ﹤0.01%
11,700
+6,700
5138
$19K ﹤0.01%
1,796
-205
5139
$19K ﹤0.01%
1,090
-7,552
5140
$19K ﹤0.01%
5,000
-150
5141
$19K ﹤0.01%
174,170
-7,000
5142
$19K ﹤0.01%
100
-350
5143
$19K ﹤0.01%
4,778
5144
$19K ﹤0.01%
1,101
-422
5145
$19K ﹤0.01%
1,517
-91
5146
$19K ﹤0.01%
+1,100
5147
$19K ﹤0.01%
+309
5148
$19K ﹤0.01%
199
+33
5149
$19K ﹤0.01%
142
+105
5150
$19K ﹤0.01%
+6,573