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
4776
$72K ﹤0.01%
1,216
4777
$72K ﹤0.01%
1,341
+857
4778
$72K ﹤0.01%
4,862
4779
$71K ﹤0.01%
7,693
-5,602
4780
$71K ﹤0.01%
6,308
+1,242
4781
$71K ﹤0.01%
6,729
-1,255
4782
$71K ﹤0.01%
74
+68
4783
$71K ﹤0.01%
11,104
+1,664
4784
$71K ﹤0.01%
9,650
-1,173
4785
$71K ﹤0.01%
1,516
-445
4786
$69K ﹤0.01%
9,977
+456
4787
$69K ﹤0.01%
3,646
-897
4788
$69K ﹤0.01%
4,501
-47,595
4789
$69K ﹤0.01%
20,440
-885
4790
$68K ﹤0.01%
3,404
-121
4791
$68K ﹤0.01%
2,400
-17,600
4792
$68K ﹤0.01%
10,385
4793
$68K ﹤0.01%
1,922
-3,285
4794
$68K ﹤0.01%
5,097
+1,754
4795
$67K ﹤0.01%
17,797
+76
4796
$67K ﹤0.01%
2,565
-565
4797
$67K ﹤0.01%
7,071
+338
4798
$67K ﹤0.01%
8,139
+204
4799
$66K ﹤0.01%
2,347
+1,428
4800
$66K ﹤0.01%
31,418
-700