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
4601
$106K ﹤0.01%
6,208
-2,318
4602
$105K ﹤0.01%
7,850
+2,769
4603
$105K ﹤0.01%
15,329
+708
4604
$105K ﹤0.01%
1,563
4605
$105K ﹤0.01%
4,269
-3,116
4606
$105K ﹤0.01%
19,229
4607
$105K ﹤0.01%
13,389
-892
4608
$104K ﹤0.01%
6,700
+3,252
4609
$104K ﹤0.01%
6,259
+63
4610
$103K ﹤0.01%
3,779
+429
4611
$103K ﹤0.01%
6,219
+5,362
4612
$103K ﹤0.01%
19,700
4613
$103K ﹤0.01%
18,545
-630
4614
$103K ﹤0.01%
24,088
+3,150
4615
$102K ﹤0.01%
4,306
-3,212
4616
$102K ﹤0.01%
1,720
+276
4617
$102K ﹤0.01%
+7,831
4618
$102K ﹤0.01%
11,186
+563
4619
$101K ﹤0.01%
7,772
+586
4620
$101K ﹤0.01%
6,230
-273
4621
$101K ﹤0.01%
604
-5,458
4622
$101K ﹤0.01%
25,095
+632
4623
$100K ﹤0.01%
16,293
+96
4624
$99K ﹤0.01%
1,967
+1,292
4625
$99K ﹤0.01%
14,562
-210