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
4676
$88K ﹤0.01%
209
+126
4677
$88K ﹤0.01%
4,635
+4,595
4678
$88K ﹤0.01%
3,343
+2,966
4679
$88K ﹤0.01%
3,669
-564
4680
$88K ﹤0.01%
2,530
4681
$88K ﹤0.01%
14,233
+7,256
4682
$87K ﹤0.01%
8,450
+5,950
4683
$87K ﹤0.01%
10,712
+8,648
4684
$87K ﹤0.01%
38,335
+3,925
4685
$87K ﹤0.01%
3,976
+705
4686
$87K ﹤0.01%
6,429
+5,429
4687
$86K ﹤0.01%
11,067
+495
4688
$86K ﹤0.01%
5,084
-946
4689
$86K ﹤0.01%
4,340
+2,418
4690
$86K ﹤0.01%
5,913
+4,054
4691
$86K ﹤0.01%
8,775
+8,208
4692
$86K ﹤0.01%
+3,959
4693
$86K ﹤0.01%
460
+136
4694
$86K ﹤0.01%
37,489
+16,938
4695
$85K ﹤0.01%
96
-187
4696
$85K ﹤0.01%
12,211
+67
4697
$84K ﹤0.01%
5,412
4698
$84K ﹤0.01%
7,270
4699
$84K ﹤0.01%
+8,500
4700
$84K ﹤0.01%
20,858
+547