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
3801
$559K ﹤0.01%
+19,313
3802
$557K ﹤0.01%
25,516
-6,172
3803
$556K ﹤0.01%
57,839
-12,132
3804
$555K ﹤0.01%
19,406
+152
3805
$555K ﹤0.01%
42,555
+42,255
3806
$553K ﹤0.01%
11,020
+8,388
3807
$551K ﹤0.01%
33,158
-4,348
3808
$551K ﹤0.01%
38,101
+326
3809
$550K ﹤0.01%
50,880
+2,143
3810
$549K ﹤0.01%
23,522
-7,560
3811
$549K ﹤0.01%
24,608
+1,307
3812
$549K ﹤0.01%
+38,937
3813
$548K ﹤0.01%
21,271
-1,232
3814
$546K ﹤0.01%
49,485
-6,175
3815
$546K ﹤0.01%
24,947
-4,630
3816
$546K ﹤0.01%
93,466
+15,185
3817
$540K ﹤0.01%
49,543
-1,750
3818
$540K ﹤0.01%
15,539
+14,801
3819
$538K ﹤0.01%
8,169
-4,951
3820
$537K ﹤0.01%
77,426
+38,026
3821
$537K ﹤0.01%
59,446
+14,677
3822
$536K ﹤0.01%
78,268
+1,281
3823
$536K ﹤0.01%
42,171
-128,151
3824
$535K ﹤0.01%
41,541
-129
3825
$535K ﹤0.01%
31,085
+8,561