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
4501
$136K ﹤0.01%
6,569
-3,512
4502
$135K ﹤0.01%
21,013
+434
4503
$135K ﹤0.01%
+4,740
4504
$135K ﹤0.01%
6,542
+1,676
4505
$134K ﹤0.01%
8,715
-1,257
4506
$134K ﹤0.01%
48,830
+4,408
4507
$133K ﹤0.01%
+3,909
4508
$133K ﹤0.01%
11,595
-1,910
4509
$132K ﹤0.01%
9,365
+3,423
4510
$131K ﹤0.01%
16,093
+15,740
4511
$130K ﹤0.01%
44,218
+38,436
4512
$130K ﹤0.01%
11,293
-1,296
4513
$130K ﹤0.01%
4,928
+75
4514
$129K ﹤0.01%
4,985
-79,158
4515
$129K ﹤0.01%
+3,540
4516
$129K ﹤0.01%
70,241
+112
4517
$129K ﹤0.01%
5,562
+76
4518
$128K ﹤0.01%
+2,746
4519
$127K ﹤0.01%
35,949
-1,574
4520
$127K ﹤0.01%
4,975
4521
$127K ﹤0.01%
11,300
-19,800
4522
$126K ﹤0.01%
8,626
+3,522
4523
$126K ﹤0.01%
8,880
+5,071
4524
$125K ﹤0.01%
13,984
+3,105
4525
$125K ﹤0.01%
5,236
+740