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
4951
$44K ﹤0.01%
832
+32
4952
$44K ﹤0.01%
3,201
+1,036
4953
$44K ﹤0.01%
2,164
-3,612
4954
$44K ﹤0.01%
1,930
-3,382
4955
$44K ﹤0.01%
1,872
+5
4956
$44K ﹤0.01%
3,314
+2,582
4957
$44K ﹤0.01%
2,214
-14,277
4958
$44K ﹤0.01%
1,370
+527
4959
$43K ﹤0.01%
3,387
-378
4960
$43K ﹤0.01%
3,776
+3,116
4961
$43K ﹤0.01%
4,044
+3,753
4962
$43K ﹤0.01%
1,651
-1,246
4963
$43K ﹤0.01%
2,250
4964
$43K ﹤0.01%
5,528
-5,502
4965
$43K ﹤0.01%
2,000
4966
$43K ﹤0.01%
+2,075
4967
$43K ﹤0.01%
2,758
+847
4968
$43K ﹤0.01%
+9,390
4969
$43K ﹤0.01%
2,720
+1,470
4970
$43K ﹤0.01%
1,700
4971
$43K ﹤0.01%
15,773
+11,119
4972
$43K ﹤0.01%
3,907
+969
4973
$43K ﹤0.01%
2,559
-25,642
4974
$43K ﹤0.01%
2,073
+1,805
4975
$43K ﹤0.01%
3,246
+1,037