Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,798
New
Increased
Reduced
Closed

Top Sells

1 +$1.41B
2 +$682M
3 +$608M
4
VTRS icon
Viatris
VTRS
+$526M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$513M

Sector Composition

1 Healthcare 9.52%
2 Technology 8.49%
3 Industrials 8.07%
4 Consumer Staples 7.76%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$3.32M ﹤0.01%
209,214
-89,016
2627
$3.32M ﹤0.01%
90,621
+8,481
2628
$3.32M ﹤0.01%
164,102
+2,509
2629
$3.32M ﹤0.01%
69,905
-5,884
2630
$3.32M ﹤0.01%
72,418
+28,497
2631
$3.31M ﹤0.01%
69,665
-11,275
2632
$3.31M ﹤0.01%
41,887
+31,346
2633
$3.3M ﹤0.01%
85,431
-27,564
2634
$3.3M ﹤0.01%
221,382
+32,940
2635
$3.3M ﹤0.01%
206,650
+41,138
2636
$3.29M ﹤0.01%
59,054
-10,076
2637
$3.29M ﹤0.01%
82,037
-87,620
2638
$3.29M ﹤0.01%
62,104
-782
2639
$3.28M ﹤0.01%
183,731
-9,027
2640
$3.28M ﹤0.01%
214,838
+13,585
2641
$3.28M ﹤0.01%
396,035
+175,884
2642
$3.27M ﹤0.01%
543,346
+15,461
2643
$3.27M ﹤0.01%
175,268
-8,664
2644
$3.26M ﹤0.01%
116,600
+22,281
2645
$3.26M ﹤0.01%
179,610
-31,354
2646
$3.24M ﹤0.01%
76,854
+4,672
2647
$3.24M ﹤0.01%
213,126
-258,286
2648
$3.24M ﹤0.01%
82,152
+606
2649
$3.24M ﹤0.01%
445,239
+178,645
2650
$3.23M ﹤0.01%
215,397
-20,473