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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
5176
$17K ﹤0.01%
205
+177
5177
$17K ﹤0.01%
1,400
-293
5178
$17K ﹤0.01%
600
-3,800
5179
$17K ﹤0.01%
+100
5180
$17K ﹤0.01%
325
5181
$17K ﹤0.01%
600
5182
$17K ﹤0.01%
931
5183
$16K ﹤0.01%
761
-1,025
5184
$16K ﹤0.01%
+1,161
5185
$16K ﹤0.01%
1,000
5186
$16K ﹤0.01%
+500
5187
$16K ﹤0.01%
2,207
+300
5188
$16K ﹤0.01%
720
-1,633
5189
$16K ﹤0.01%
502
-1,553
5190
$16K ﹤0.01%
1,423
+1,272
5191
$16K ﹤0.01%
16
5192
$16K ﹤0.01%
511
+120
5193
$16K ﹤0.01%
801
-4,078
5194
$16K ﹤0.01%
1,500
-628
5195
$16K ﹤0.01%
500
-10,646
5196
$16K ﹤0.01%
1,114
-12,440
5197
$15K ﹤0.01%
1,406
-36,013
5198
$15K ﹤0.01%
1,000
5199
$15K ﹤0.01%
+2,100
5200
$15K ﹤0.01%
2,795
+2,645