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 8.08%
4 Consumer Staples 7.76%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
$756K ﹤0.01%
46,825
+31,931
3627
$756K ﹤0.01%
37,300
-9,900
3628
$756K ﹤0.01%
7,390
-3,037
3629
$756K ﹤0.01%
92,275
+4,840
3630
$754K ﹤0.01%
63,376
-4,893
3631
$753K ﹤0.01%
52,844
-523
3632
$751K ﹤0.01%
54,313
+10,872
3633
$748K ﹤0.01%
21,619
+11,900
3634
$748K ﹤0.01%
9,560
-988
3635
$747K ﹤0.01%
54,716
+31,757
3636
$746K ﹤0.01%
32,846
+29,227
3637
$745K ﹤0.01%
22,656
+3,027
3638
$744K ﹤0.01%
53,801
-120,879
3639
$743K ﹤0.01%
24,301
-1,968
3640
$742K ﹤0.01%
41,134
-5,165
3641
$741K ﹤0.01%
39,879
+17,084
3642
$740K ﹤0.01%
42,679
+32,150
3643
$740K ﹤0.01%
21,493
+17,074
3644
$739K ﹤0.01%
92,690
+5,277
3645
$738K ﹤0.01%
92,292
+52,028
3646
$738K ﹤0.01%
67,771
+13,978
3647
$737K ﹤0.01%
56,417
+7,274
3648
$735K ﹤0.01%
33,922
-2,816
3649
$734K ﹤0.01%
33,904
+20,788
3650
$733K ﹤0.01%
31,670
+657