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
4226
$252K ﹤0.01%
16,302
+72
4227
$251K ﹤0.01%
8,397
+101
4228
$250K ﹤0.01%
13,535
+3,435
4229
$250K ﹤0.01%
83,474
+48,004
4230
$249K ﹤0.01%
7,411
+3,411
4231
$249K ﹤0.01%
18,095
-630
4232
$249K ﹤0.01%
18,258
+10,256
4233
$248K ﹤0.01%
50,657
-85,406
4234
$247K ﹤0.01%
30,831
+3,645
4235
$247K ﹤0.01%
16,449
+73
4236
$246K ﹤0.01%
7,518
-7,319
4237
$246K ﹤0.01%
32,848
-3,969
4238
$245K ﹤0.01%
22,765
-4,123
4239
$245K ﹤0.01%
13,980
+5,258
4240
$245K ﹤0.01%
37,193
+11,341
4241
$244K ﹤0.01%
28,977
+1,597
4242
$243K ﹤0.01%
26,228
-55,200
4243
$243K ﹤0.01%
25,668
-23,641
4244
$243K ﹤0.01%
9,290
+1,817
4245
$243K ﹤0.01%
851
-1,056
4246
$242K ﹤0.01%
7,148
+150
4247
$241K ﹤0.01%
24,692
-9,198
4248
$240K ﹤0.01%
11,838
+7,011
4249
$240K ﹤0.01%
21,263
+61
4250
$240K ﹤0.01%
24,237
-215,998