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
4701
$84K ﹤0.01%
2,100
4702
$84K ﹤0.01%
+6,435
4703
$84K ﹤0.01%
5,838
+4,130
4704
$83K ﹤0.01%
9,555
-3,722
4705
$83K ﹤0.01%
3,321
+3,196
4706
$83K ﹤0.01%
1,487
-2,583
4707
$83K ﹤0.01%
4,897
+3,357
4708
$83K ﹤0.01%
+2,534
4709
$83K ﹤0.01%
71,849
-601,485
4710
$83K ﹤0.01%
14,650
+12,076
4711
$83K ﹤0.01%
+6
4712
$83K ﹤0.01%
500
4713
$82K ﹤0.01%
9,761
+7,939
4714
$82K ﹤0.01%
2,467
-293
4715
$82K ﹤0.01%
36,068
-28,111
4716
$81K ﹤0.01%
7,263
+475
4717
$81K ﹤0.01%
3,557
4718
$81K ﹤0.01%
+10,127
4719
$81K ﹤0.01%
1,503
-55
4720
$81K ﹤0.01%
3,303
4721
$81K ﹤0.01%
4,402
+1,539
4722
$80K ﹤0.01%
10,674
+1,000
4723
$80K ﹤0.01%
10,668
-224,552
4724
$80K ﹤0.01%
4,800
4725
$80K ﹤0.01%
841
-718