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
4551
$116K ﹤0.01%
8,322
+6,322
4552
$116K ﹤0.01%
7,366
+4,280
4553
$116K ﹤0.01%
6,078
-3,523
4554
$115K ﹤0.01%
2,951
+2,627
4555
$115K ﹤0.01%
512
+468
4556
$115K ﹤0.01%
2,918
-370
4557
$115K ﹤0.01%
8,530
-1,505
4558
$115K ﹤0.01%
174,259
-31,268
4559
$114K ﹤0.01%
4,971
-2,725
4560
$114K ﹤0.01%
11,317
4561
$113K ﹤0.01%
29,849
+306
4562
$113K ﹤0.01%
12,851
-32,221
4563
$113K ﹤0.01%
7,822
+3,812
4564
$113K ﹤0.01%
7,006
+561
4565
$113K ﹤0.01%
3,720
-42
4566
$112K ﹤0.01%
32,331
-3,475
4567
$112K ﹤0.01%
39
-21
4568
$112K ﹤0.01%
5,021
+4,281
4569
$112K ﹤0.01%
74,627
+67,608
4570
$112K ﹤0.01%
1,890
-9,310
4571
$111K ﹤0.01%
6,546
-357
4572
$111K ﹤0.01%
1,078
+1,038
4573
$110K ﹤0.01%
14,410
+39
4574
$110K ﹤0.01%
17,603
4575
$110K ﹤0.01%
5,938
+153