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
4726
$80K ﹤0.01%
3,827
-1,435
4727
$80K ﹤0.01%
4,800
4728
$80K ﹤0.01%
841
-718
4729
$80K ﹤0.01%
2,176
+803
4730
$80K ﹤0.01%
+7,838
4731
$80K ﹤0.01%
2,070
+1,257
4732
$80K ﹤0.01%
4,335
+1,600
4733
$80K ﹤0.01%
4,493
-4,282
4734
$80K ﹤0.01%
4,555
+1,008
4735
$80K ﹤0.01%
3,766
+724
4736
$79K ﹤0.01%
+629
4737
$79K ﹤0.01%
2,655
-836
4738
$79K ﹤0.01%
1,771
-2,427
4739
$79K ﹤0.01%
4,250
-1,760
4740
$79K ﹤0.01%
2,425
+1,058
4741
$79K ﹤0.01%
+12,381
4742
$79K ﹤0.01%
15,586
+3,519
4743
$78K ﹤0.01%
4,912
+4,006
4744
$78K ﹤0.01%
1,899
+613
4745
$78K ﹤0.01%
5,814
+1,137
4746
$78K ﹤0.01%
9,789
+2,289
4747
$78K ﹤0.01%
5,419
-795
4748
$78K ﹤0.01%
3,703
-17,573
4749
$78K ﹤0.01%
10,762
+4,719
4750
$78K ﹤0.01%
3,176
-59