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
4851
$59K ﹤0.01%
67,358
+32,552
4852
$59K ﹤0.01%
63,880
+45,076
4853
$59K ﹤0.01%
8,596
4854
$59K ﹤0.01%
4,612
-90
4855
$59K ﹤0.01%
726
+99
4856
$59K ﹤0.01%
3,250
4857
$58K ﹤0.01%
5,769
+39
4858
$58K ﹤0.01%
1,300
4859
$58K ﹤0.01%
1,269
-1,853
4860
$58K ﹤0.01%
7,470
+1,457
4861
$58K ﹤0.01%
2,434
+924
4862
$58K ﹤0.01%
2,395
-420
4863
$58K ﹤0.01%
5,059
+1,239
4864
$58K ﹤0.01%
+10,778
4865
$57K ﹤0.01%
114
-135,724
4866
$57K ﹤0.01%
3,147
-9,592
4867
$57K ﹤0.01%
3,032
+2,282
4868
$56K ﹤0.01%
12,140
-3,100
4869
$56K ﹤0.01%
2,491
+389
4870
$56K ﹤0.01%
2,234
+2,219
4871
$56K ﹤0.01%
2,650
-490
4872
$55K ﹤0.01%
5,270
+3,020
4873
$55K ﹤0.01%
403
+28
4874
$55K ﹤0.01%
3,943
4875
$55K ﹤0.01%
+24