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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
5926
-1,248,081
5927
-449,506
5928
-289
5929
-6,375
5930
-1,478,259
5931
-900
5932
-4,473
5933
-10,892
5934
-30,000
5935
-10,502
5936
-1,920
5937
-4,745
5938
-2,294
5939
-1,065
5940
$0 ﹤0.01%
6
5941
$0 ﹤0.01%
57
+19
5942
-3,224
5943
-129
5944
-100
5945
-100
5946
-1,937
5947
$0 ﹤0.01%
3
-2,534
5948
$0 ﹤0.01%
4
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5949
$0 ﹤0.01%
200
-1,088
5950
-3,970