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
4001
$386K ﹤0.01%
18,986
-747
4002
$386K ﹤0.01%
35,455
+1,299
4003
$385K ﹤0.01%
3,820
-25
4004
$385K ﹤0.01%
8,900
-7,552
4005
$383K ﹤0.01%
8,165
+3,338
4006
$383K ﹤0.01%
18,279
+5,076
4007
$383K ﹤0.01%
21,524
+11,597
4008
$383K ﹤0.01%
23,289
+378
4009
$382K ﹤0.01%
10,570
-2,251
4010
$382K ﹤0.01%
7,264
+1,048
4011
$380K ﹤0.01%
+145,132
4012
$378K ﹤0.01%
78,947
-14,495
4013
$377K ﹤0.01%
24,463
+9,803
4014
$375K ﹤0.01%
64,056
+5,763
4015
$375K ﹤0.01%
7,948
-1,969
4016
$374K ﹤0.01%
28,623
+78
4017
$374K ﹤0.01%
49,308
-5,004
4018
$374K ﹤0.01%
24,258
+23,867
4019
$373K ﹤0.01%
14,931
+11,173
4020
$373K ﹤0.01%
9,690
+8,803
4021
$372K ﹤0.01%
21,350
+1,000
4022
$372K ﹤0.01%
21,033
-1,301
4023
$372K ﹤0.01%
5,397
-29,848
4024
$372K ﹤0.01%
172,000
4025
$370K ﹤0.01%
3,699
+1