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
4476
$146K ﹤0.01%
20,857
-10,139
4477
$146K ﹤0.01%
4,813
-206
4478
$146K ﹤0.01%
6,772
-1,689
4479
$145K ﹤0.01%
13,603
+2,467
4480
$145K ﹤0.01%
2,905
+2,541
4481
$145K ﹤0.01%
13,558
-10,704
4482
$143K ﹤0.01%
20,378
+2,537
4483
$143K ﹤0.01%
3,508
-406
4484
$142K ﹤0.01%
7,465
-225
4485
$141K ﹤0.01%
6,286
-81,455
4486
$141K ﹤0.01%
10,191
+191
4487
$141K ﹤0.01%
20,122
+1,666
4488
$141K ﹤0.01%
8,514
-193
4489
$140K ﹤0.01%
200
4490
$140K ﹤0.01%
1,383
+1,113
4491
$140K ﹤0.01%
26,370
-6,232
4492
$140K ﹤0.01%
2,784
-3,061
4493
$140K ﹤0.01%
3,990
-8,597
4494
$139K ﹤0.01%
6,968
+252
4495
$138K ﹤0.01%
8,587
4496
$138K ﹤0.01%
10,484
+8,411
4497
$137K ﹤0.01%
7,715
+2,786
4498
$137K ﹤0.01%
3,190
-665
4499
$137K ﹤0.01%
64,815
-50,345
4500
$136K ﹤0.01%
9,294
-2,046