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
5076
$34K ﹤0.01%
2,813
-42
5077
$34K ﹤0.01%
761
+6
5078
$34K ﹤0.01%
7,690
5079
$34K ﹤0.01%
3,214
+2,714
5080
$34K ﹤0.01%
+2,261
5081
$34K ﹤0.01%
19,225
+10,953
5082
$34K ﹤0.01%
205
+195
5083
$34K ﹤0.01%
10,021
+7,990
5084
$33K ﹤0.01%
+1,145
5085
$33K ﹤0.01%
1,361
+948
5086
$33K ﹤0.01%
3,124
5087
$33K ﹤0.01%
2,369
-1,523
5088
$33K ﹤0.01%
1,173
-118
5089
$33K ﹤0.01%
2,045
+1,693
5090
$33K ﹤0.01%
1,996
+1,626
5091
$33K ﹤0.01%
1,455
-257
5092
$33K ﹤0.01%
6,461
+2,734
5093
$33K ﹤0.01%
2,848
+2,368
5094
$33K ﹤0.01%
4,519
-28,067
5095
$33K ﹤0.01%
2,108
5096
$33K ﹤0.01%
158
+16
5097
$33K ﹤0.01%
3,159
+1,405
5098
$33K ﹤0.01%
+3,634
5099
$32K ﹤0.01%
867
-9,457
5100
$32K ﹤0.01%
8,640
+7,868