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
4376
$182K ﹤0.01%
39,180
+12,500
4377
$182K ﹤0.01%
25,989
4378
$181K ﹤0.01%
8,574
+7,824
4379
$181K ﹤0.01%
702
+137
4380
$181K ﹤0.01%
25,771
-8,495
4381
$180K ﹤0.01%
5,763
-17,178
4382
$180K ﹤0.01%
71,439
+588
4383
$180K ﹤0.01%
44,835
+36,371
4384
$180K ﹤0.01%
44,547
-9,114
4385
$179K ﹤0.01%
19,023
-64,405
4386
$179K ﹤0.01%
19,515
+1,977
4387
$178K ﹤0.01%
7,363
-20,979
4388
$178K ﹤0.01%
579
-100
4389
$178K ﹤0.01%
12,294
+2,007
4390
$178K ﹤0.01%
4,133
+827
4391
$176K ﹤0.01%
302
+35
4392
$176K ﹤0.01%
35,461
+20,454
4393
$176K ﹤0.01%
5,612
+805
4394
$175K ﹤0.01%
3,451
+85
4395
$175K ﹤0.01%
7,015
-953
4396
$175K ﹤0.01%
55,888
-36,644
4397
$174K ﹤0.01%
9,028
+565
4398
$174K ﹤0.01%
9,154
-730
4399
$174K ﹤0.01%
11,668
4400
$173K ﹤0.01%
10,923
+183