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
4326
$203K ﹤0.01%
28,106
-1,653
4327
$203K ﹤0.01%
25,735
+315
4328
$202K ﹤0.01%
4,763
-1,934
4329
$202K ﹤0.01%
2,529
+1,489
4330
$202K ﹤0.01%
11,113
+9,613
4331
$202K ﹤0.01%
11,732
-19,532
4332
$202K ﹤0.01%
11,951
+6,374
4333
$202K ﹤0.01%
2,938
-1,076
4334
$201K ﹤0.01%
17,743
-21,083
4335
$201K ﹤0.01%
7,975
+1,446
4336
$201K ﹤0.01%
6,390
+1,846
4337
$199K ﹤0.01%
13,542
-858
4338
0
4339
$199K ﹤0.01%
10,078
-2,762
4340
$199K ﹤0.01%
31,451
+1,451
4341
$198K ﹤0.01%
1,375
+307
4342
$198K ﹤0.01%
12,924
-176
4343
$198K ﹤0.01%
16,558
-157
4344
$197K ﹤0.01%
8,668
-4,633
4345
$196K ﹤0.01%
1,769
+1,356
4346
$196K ﹤0.01%
2,754
-64
4347
$195K ﹤0.01%
28,463
+9,330
4348
$195K ﹤0.01%
177,361
+177,161
4349
$193K ﹤0.01%
21,472
+3,566
4350
$193K ﹤0.01%
10,664
+1,962