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
5426
$7K ﹤0.01%
683
+677
5427
$7K ﹤0.01%
500
-3,500
5428
-1
5429
$7K ﹤0.01%
6,800
-5,700
5430
$6K ﹤0.01%
400
+100
5431
$6K ﹤0.01%
463
-158
5432
$6K ﹤0.01%
200
5433
$6K ﹤0.01%
+200
5434
$6K ﹤0.01%
333
5435
$6K ﹤0.01%
+17
5436
$6K ﹤0.01%
1,300
+900
5437
0
5438
$6K ﹤0.01%
6,503
-3,304
5439
$6K ﹤0.01%
200
-723
5440
$6K ﹤0.01%
162
5441
$6K ﹤0.01%
400
-29,396
5442
$6K ﹤0.01%
5
5443
$6K ﹤0.01%
870
-427
5444
$6K ﹤0.01%
72
5445
$6K ﹤0.01%
9,350
+2,430
5446
$6K ﹤0.01%
260
+136
5447
$6K ﹤0.01%
38
-5
5448
$6K ﹤0.01%
309
+118
5449
$6K ﹤0.01%
200
-56
5450
$6K ﹤0.01%
1,200
-584