Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
4576
$110K ﹤0.01%
2,962
-24,178
4577
$110K ﹤0.01%
6,665
+3,300
4578
$110K ﹤0.01%
9,038
+1,346
4579
$110K ﹤0.01%
14,410
+39
4580
$110K ﹤0.01%
17,603
4581
$110K ﹤0.01%
8,448
-5,789
4582
$109K ﹤0.01%
8,000
4583
$109K ﹤0.01%
3,206
+225
4584
$109K ﹤0.01%
9,217
+1,529
4585
$109K ﹤0.01%
4,721
-25,607
4586
$109K ﹤0.01%
3,937
-2,915
4587
$109K ﹤0.01%
13,513
-16,939
4588
$109K ﹤0.01%
7,242
+3,284
4589
$108K ﹤0.01%
+1,976
4590
$108K ﹤0.01%
34,019
-26,922
4591
$108K ﹤0.01%
3,900
+1,000
4592
$107K ﹤0.01%
6,474
+6,112
4593
$107K ﹤0.01%
11,956
-77,464
4594
$107K ﹤0.01%
4,000
-2,000
4595
$107K ﹤0.01%
7,296
4596
$107K ﹤0.01%
8,594
+1,087
4597
$107K ﹤0.01%
6,853
-6,560
4598
$106K ﹤0.01%
6,950
-6,416
4599
$106K ﹤0.01%
259
+134
4600
$106K ﹤0.01%
7,878
-3,560