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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
5551
$4K ﹤0.01%
146
-2,391
5552
$4K ﹤0.01%
35
5553
$4K ﹤0.01%
1,100
+100
5554
$4K ﹤0.01%
1,732
5555
$4K ﹤0.01%
300
5556
$4K ﹤0.01%
1,060
5557
$4K ﹤0.01%
113
-1,510
5558
$4K ﹤0.01%
527
5559
$4K ﹤0.01%
205
-3,893
5560
$4K ﹤0.01%
162
-3,055
5561
$3K ﹤0.01%
+1,250
5562
$3K ﹤0.01%
175
5563
$3K ﹤0.01%
51
-317
5564
$3K ﹤0.01%
138
-2,157
5565
$3K ﹤0.01%
+167
5566
$3K ﹤0.01%
54
-258
5567
$3K ﹤0.01%
333
5568
$3K ﹤0.01%
3
5569
$3K ﹤0.01%
487
+287
5570
$3K ﹤0.01%
406
-548
5571
$3K ﹤0.01%
121
-100
5572
$3K ﹤0.01%
1
5573
$3K ﹤0.01%
726
-1,749
5574
$3K ﹤0.01%
6,000
-10,599
5575
$3K ﹤0.01%
240