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
4176
$283K ﹤0.01%
22,022
-29,498
4177
$282K ﹤0.01%
5,667
+152
4178
$282K ﹤0.01%
32,338
-21,814
4179
$282K ﹤0.01%
13,368
-5,806
4180
$281K ﹤0.01%
4,623
+4,440
4181
$280K ﹤0.01%
5,622
+299
4182
$280K ﹤0.01%
8,723
+2,246
4183
$279K ﹤0.01%
12,052
-53,616
4184
$279K ﹤0.01%
34,036
-94
4185
$278K ﹤0.01%
15,939
+392
4186
$277K ﹤0.01%
4,958
-2,148
4187
$276K ﹤0.01%
7,054
+1,617
4188
$275K ﹤0.01%
15,402
+3,214
4189
$275K ﹤0.01%
2,076
-7,207
4190
$275K ﹤0.01%
5,766
-847
4191
$275K ﹤0.01%
32,357
+10,681
4192
$273K ﹤0.01%
21,066
+10,303
4193
$273K ﹤0.01%
25,296
+11,964
4194
$273K ﹤0.01%
16,063
-3,444
4195
$273K ﹤0.01%
31,160
-115,225
4196
$271K ﹤0.01%
45,658
-659
4197
$271K ﹤0.01%
11,780
+1,785
4198
$270K ﹤0.01%
3,297
+894
4199
$270K ﹤0.01%
7,416
-4,278
4200
$270K ﹤0.01%
12,206
+88