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
5026
$38K ﹤0.01%
4,430
-243,420
5027
$38K ﹤0.01%
1,500
5028
$37K ﹤0.01%
5,771
+637
5029
$37K ﹤0.01%
1,194
-3,377
5030
$37K ﹤0.01%
+979
5031
$37K ﹤0.01%
3,663
+3,116
5032
$37K ﹤0.01%
1,000
-10,225
5033
$37K ﹤0.01%
2,000
5034
$37K ﹤0.01%
7,764
+1
5035
$37K ﹤0.01%
9,307
-993
5036
$36K ﹤0.01%
3,068
+1,239
5037
0
5038
$36K ﹤0.01%
2,925
-3,216
5039
$36K ﹤0.01%
110
+100
5040
$36K ﹤0.01%
14,016
+7,362
5041
$36K ﹤0.01%
5,410
+557
5042
$36K ﹤0.01%
25,400
+400
5043
$36K ﹤0.01%
2,150
+1,900
5044
$36K ﹤0.01%
1,300
5045
$36K ﹤0.01%
44,199
+8,249
5046
$36K ﹤0.01%
2,013
-4,594
5047
$36K ﹤0.01%
1
5048
$36K ﹤0.01%
453
+33
5049
$36K ﹤0.01%
+4,423
5050
$36K ﹤0.01%
3,330
+3,326