Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
4101
$327K ﹤0.01%
18,464
+7,776
4102
$327K ﹤0.01%
+16,537
4103
$326K ﹤0.01%
10,940
-541
4104
$325K ﹤0.01%
17,465
+186
4105
$324K ﹤0.01%
11,329
+1,338
4106
$324K ﹤0.01%
11,702
+1,239
4107
$323K ﹤0.01%
16,662
+300
4108
$323K ﹤0.01%
1,202
+591
4109
$322K ﹤0.01%
3,432
-2,356
4110
$321K ﹤0.01%
5,133
+1,001
4111
$320K ﹤0.01%
4,721
+263
4112
$320K ﹤0.01%
16,333
+2,099
4113
$320K ﹤0.01%
29,714
+3,993
4114
$320K ﹤0.01%
17,848
+3,981
4115
$319K ﹤0.01%
11,738
+165
4116
$318K ﹤0.01%
20,926
-1,136
4117
$318K ﹤0.01%
12,900
-33,668
4118
$318K ﹤0.01%
67,344
-4,389
4119
$317K ﹤0.01%
13,533
+963
4120
$317K ﹤0.01%
1,363,612
-45,138
4121
$316K ﹤0.01%
1,620
+1,550
4122
$316K ﹤0.01%
67,321
-3,467
4123
$316K ﹤0.01%
13,853
+12,853
4124
$315K ﹤0.01%
25,327
+10,480
4125
$315K ﹤0.01%
6,060
+5,741