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
3851
$514K ﹤0.01%
146,473
-8,532
3852
$514K ﹤0.01%
42,764
-11,246
3853
$514K ﹤0.01%
34,567
-3,181
3854
$513K ﹤0.01%
26,265
+11,404
3855
$512K ﹤0.01%
20,358
-1,292
3856
$512K ﹤0.01%
10,233
-7,965
3857
$512K ﹤0.01%
33,578
+5,716
3858
$510K ﹤0.01%
32,635
+6,900
3859
$510K ﹤0.01%
3,811
+379
3860
$510K ﹤0.01%
49,656
-7,607
3861
$510K ﹤0.01%
56,687
+47,734
3862
$510K ﹤0.01%
38,198
-16,956
3863
$509K ﹤0.01%
79,706
+3,666
3864
$507K ﹤0.01%
37,503
-1,020
3865
$506K ﹤0.01%
74,968
-29,800
3866
$506K ﹤0.01%
35,221
+25,840
3867
$506K ﹤0.01%
29,859
-19,930
3868
$505K ﹤0.01%
21,190
+3,491
3869
$503K ﹤0.01%
16,691
+14,180
3870
$502K ﹤0.01%
42,387
-474
3871
$499K ﹤0.01%
21,586
3872
$499K ﹤0.01%
30,879
-14,095
3873
$494K ﹤0.01%
71,181
+4,156
3874
$492K ﹤0.01%
30,329
-23,020
3875
$492K ﹤0.01%
5,159
-30,494