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
3251
$1.38M ﹤0.01%
39,194
-6,678
3252
$1.37M ﹤0.01%
88,628
+42,268
3253
$1.37M ﹤0.01%
42,789
-3,413
3254
$1.37M ﹤0.01%
100,236
-9,943
3255
$1.37M ﹤0.01%
+62,214
3256
$1.37M ﹤0.01%
90,201
-857
3257
$1.37M ﹤0.01%
94,865
-8,575
3258
$1.36M ﹤0.01%
45,093
-19,402
3259
$1.36M ﹤0.01%
44,838
+868
3260
$1.36M ﹤0.01%
21,202
-5,121
3261
$1.36M ﹤0.01%
94,770
+80,896
3262
$1.36M ﹤0.01%
43,764
+3,611
3263
$1.35M ﹤0.01%
30,131
+1,859
3264
$1.35M ﹤0.01%
45,006
-2,813
3265
$1.35M ﹤0.01%
64,892
+15,620
3266
$1.35M ﹤0.01%
34,002
+16,127
3267
$1.35M ﹤0.01%
14,341
-1,772
3268
$1.35M ﹤0.01%
123,436
-1,136,295
3269
$1.34M ﹤0.01%
243,556
-94,413
3270
$1.34M ﹤0.01%
232,332
+15,337
3271
$1.34M ﹤0.01%
130,423
+106,943
3272
$1.34M ﹤0.01%
117,158
+33,645
3273
$1.34M ﹤0.01%
77,941
+16,027
3274
$1.34M ﹤0.01%
52,037
+36,777
3275
$1.34M ﹤0.01%
177,445
-11,836