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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
5201
$15K ﹤0.01%
1,000
5202
$15K ﹤0.01%
+1,000
5203
$15K ﹤0.01%
1,106
-1,333
5204
$15K ﹤0.01%
343
+84
5205
$15K ﹤0.01%
580
+400
5206
$15K ﹤0.01%
1,148
+948
5207
$15K ﹤0.01%
+3,038
5208
$15K ﹤0.01%
600
+402
5209
$15K ﹤0.01%
1,200
5210
$15K ﹤0.01%
+721
5211
$15K ﹤0.01%
+2,972
5212
$15K ﹤0.01%
2,500
5213
$15K ﹤0.01%
1,118
5214
$15K ﹤0.01%
460
-2,850
5215
$15K ﹤0.01%
2,300
5216
$15K ﹤0.01%
12,525
+12,500
5217
$15K ﹤0.01%
691
-595
5218
$15K ﹤0.01%
700
-200
5219
$15K ﹤0.01%
1,887
+1,433
5220
$15K ﹤0.01%
700
5221
$15K ﹤0.01%
+780
5222
$15K ﹤0.01%
5,041
-1,084
5223
$15K ﹤0.01%
50
+44
5224
$14K ﹤0.01%
5,548
5225
$14K ﹤0.01%
600