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
5001
$40K ﹤0.01%
19,500
-45
5002
$40K ﹤0.01%
3,162
+2,136
5003
$40K ﹤0.01%
18,408
+13,708
5004
$40K ﹤0.01%
4,000
-171
5005
$40K ﹤0.01%
+2,914
5006
$40K ﹤0.01%
6,574
-88,267
5007
$39K ﹤0.01%
944
+131
5008
$39K ﹤0.01%
2,143
-200
5009
$39K ﹤0.01%
4,785
+7
5010
$39K ﹤0.01%
680
5011
$39K ﹤0.01%
2,298
+58
5012
$39K ﹤0.01%
1,315
+915
5013
$39K ﹤0.01%
5,337
-2,038
5014
$39K ﹤0.01%
4,000
-100
5015
$39K ﹤0.01%
2,312
5016
$39K ﹤0.01%
12,213
-33,638
5017
$39K ﹤0.01%
2,700
5018
$39K ﹤0.01%
600
-100
5019
$38K ﹤0.01%
4,175
5020
$38K ﹤0.01%
3,800
5021
$38K ﹤0.01%
2,318
-4,277
5022
$38K ﹤0.01%
3,456
-8,888
5023
$38K ﹤0.01%
1,984
+1,280
5024
$38K ﹤0.01%
2,572
-6,281
5025
$38K ﹤0.01%
11,900
-7,000