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
4676
$88K ﹤0.01%
3,669
-564
4677
$88K ﹤0.01%
2,530
4678
$88K ﹤0.01%
14,233
+7,256
4679
$88K ﹤0.01%
2,106
4680
$88K ﹤0.01%
330
+271
4681
$88K ﹤0.01%
4,392
-2,000
4682
$87K ﹤0.01%
38,335
+3,925
4683
$87K ﹤0.01%
3,976
+705
4684
$87K ﹤0.01%
6,429
+5,429
4685
$87K ﹤0.01%
8,450
+5,950
4686
$87K ﹤0.01%
10,712
+8,648
4687
$86K ﹤0.01%
4,340
+2,418
4688
$86K ﹤0.01%
5,913
+4,054
4689
$86K ﹤0.01%
8,775
+8,208
4690
$86K ﹤0.01%
+3,959
4691
$86K ﹤0.01%
460
+136
4692
$86K ﹤0.01%
37,489
+16,938
4693
$86K ﹤0.01%
11,067
+495
4694
$86K ﹤0.01%
5,084
-946
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