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
2976
$2.07M ﹤0.01%
154,911
+56,076
2977
$2.07M ﹤0.01%
85,744
-9,141
2978
$2.07M ﹤0.01%
125,903
+94,340
2979
$2.07M ﹤0.01%
143,120
-74,420
2980
$2.07M ﹤0.01%
86,621
+45,204
2981
$2.06M ﹤0.01%
65,445
+35,457
2982
$2.06M ﹤0.01%
108,778
-5,400
2983
$2.06M ﹤0.01%
87,102
-14,457
2984
$2.05M ﹤0.01%
132,373
+100,063
2985
$2.05M ﹤0.01%
137,896
+13,097
2986
$2.04M ﹤0.01%
278,250
+17,219
2987
$2.04M ﹤0.01%
77,052
-9,553
2988
$2.04M ﹤0.01%
403,768
+344,039
2989
$2.04M ﹤0.01%
97,074
-6,300
2990
$2.03M ﹤0.01%
93,034
-18,486
2991
$2.03M ﹤0.01%
145,829
+46,236
2992
$2.03M ﹤0.01%
22,991
-15,704
2993
$2.03M ﹤0.01%
67,302
+6,904
2994
$2.02M ﹤0.01%
430,625
+3,648
2995
$2.02M ﹤0.01%
105,955
-3,219
2996
$2.02M ﹤0.01%
386,246
+103,698
2997
$2.01M ﹤0.01%
362,629
+1,382
2998
$2.01M ﹤0.01%
70,333
+6,717
2999
$1.99M ﹤0.01%
144,613
-89,766
3000
$1.99M ﹤0.01%
167,675
+42,902