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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
5626
$2K ﹤0.01%
+200
5627
$2K ﹤0.01%
200
5628
$2K ﹤0.01%
1,000
-40,000
5629
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100
5630
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45
-5,500
5631
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1
5632
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184
-893
5633
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164
-627
5634
$2K ﹤0.01%
200
5635
$2K ﹤0.01%
1
-5
5636
$2K ﹤0.01%
+204
5637
$2K ﹤0.01%
200
5638
0
5639
$2K ﹤0.01%
+96
5640
$2K ﹤0.01%
152
-1,420
5641
$2K ﹤0.01%
+100
5642
$2K ﹤0.01%
+100
5643
$2K ﹤0.01%
+9
5644
$2K ﹤0.01%
4,815
+167
5645
$2K ﹤0.01%
54
-5,916
5646
$2K ﹤0.01%
28
-2,344
5647
$2K ﹤0.01%
443
+143
5648
$2K ﹤0.01%
23
+12
5649
$2K ﹤0.01%
+17
5650
$2K ﹤0.01%
2
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