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
4801
$66K ﹤0.01%
2,298
-6,034
4802
$66K ﹤0.01%
10,627
-3,631
4803
$66K ﹤0.01%
4,341
+341
4804
$66K ﹤0.01%
7,650
-915
4805
$66K ﹤0.01%
4,181
-76
4806
$65K ﹤0.01%
2,632
+102
4807
$65K ﹤0.01%
16,403
+2,541
4808
$65K ﹤0.01%
678
+578
4809
$65K ﹤0.01%
374
+103
4810
$65K ﹤0.01%
16,624
-8,004
4811
$65K ﹤0.01%
2,475
-2,364
4812
$65K ﹤0.01%
3,119
+2,633
4813
$65K ﹤0.01%
40,364
-15,730
4814
$64K ﹤0.01%
1,196
-2,314
4815
$64K ﹤0.01%
2,042
+470
4816
$64K ﹤0.01%
10,994
+54
4817
$64K ﹤0.01%
2,655
-706
4818
$64K ﹤0.01%
3,004
+144
4819
$63K ﹤0.01%
6,800
-6,000
4820
$63K ﹤0.01%
16
+11
4821
$63K ﹤0.01%
2,752
-372
4822
$63K ﹤0.01%
10,484
+7,762
4823
$63K ﹤0.01%
1,737
+737
4824
$63K ﹤0.01%
2,729
+715
4825
$63K ﹤0.01%
4,470