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
4526
$124K ﹤0.01%
10,836
+3,531
4527
$124K ﹤0.01%
23,201
+701
4528
$124K ﹤0.01%
32,700
4529
$123K ﹤0.01%
10,686
-23,938
4530
$123K ﹤0.01%
13,335
-5,271
4531
$122K ﹤0.01%
24,896
-13,049
4532
$122K ﹤0.01%
1,904
-336
4533
$122K ﹤0.01%
1,512
+1,436
4534
$121K ﹤0.01%
2,182
+69
4535
$120K ﹤0.01%
4,928
-10,000
4536
$120K ﹤0.01%
12,603
+346
4537
$120K ﹤0.01%
7,976
+3,882
4538
$119K ﹤0.01%
8,198
-600
4539
$119K ﹤0.01%
6,616
-307
4540
$118K ﹤0.01%
9,371
+70
4541
$118K ﹤0.01%
44,157
+3,924
4542
$118K ﹤0.01%
11,437
+4
4543
$118K ﹤0.01%
7,028
4544
$118K ﹤0.01%
4,821
+339
4545
$118K ﹤0.01%
9,915
-982
4546
$117K ﹤0.01%
4,261
+1,630
4547
$117K ﹤0.01%
2,034
+599
4548
$116K ﹤0.01%
28,010
4549
$116K ﹤0.01%
3,016
+220
4550
$116K ﹤0.01%
57,600
-775,200