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
4426
$163K ﹤0.01%
28,280
+9,960
4427
$163K ﹤0.01%
37,380
+35,430
4428
$163K ﹤0.01%
17,690
+15,990
4429
$162K ﹤0.01%
13,997
+4,388
4430
$162K ﹤0.01%
8,017
+5,062
4431
$162K ﹤0.01%
+4,167
4432
$162K ﹤0.01%
9,763
-38,762
4433
$161K ﹤0.01%
2,780
4434
$161K ﹤0.01%
3,187
-1,414
4435
$161K ﹤0.01%
15,074
+5,738
4436
$161K ﹤0.01%
27,820
+4,253
4437
$160K ﹤0.01%
5,103
+316
4438
$159K ﹤0.01%
5,741
+687
4439
$159K ﹤0.01%
32,469
-22,817
4440
$158K ﹤0.01%
6,600
+67
4441
$158K ﹤0.01%
5,166
-807
4442
$158K ﹤0.01%
11,068
-64,445
4443
$158K ﹤0.01%
16,770
+395
4444
$156K ﹤0.01%
25,355
-12,815
4445
$156K ﹤0.01%
9,900
+8,750
4446
$156K ﹤0.01%
13,193
+1,865
4447
$155K ﹤0.01%
24,570
-900
4448
$155K ﹤0.01%
13,232
+12,911
4449
$155K ﹤0.01%
11,649
+9,686
4450
$155K ﹤0.01%
9,514
+2,792