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
5101
$32K ﹤0.01%
1,471
+511
5102
$32K ﹤0.01%
+2,259
5103
$32K ﹤0.01%
1,149
+149
5104
$32K ﹤0.01%
1,452
-75,914
5105
$32K ﹤0.01%
+256
5106
$32K ﹤0.01%
2,200
-17,699
5107
$32K ﹤0.01%
399
+214
5108
$32K ﹤0.01%
983
+733
5109
$32K ﹤0.01%
2,823
+40
5110
$32K ﹤0.01%
1,365
-30,000
5111
$32K ﹤0.01%
2,890
+1,859
5112
$32K ﹤0.01%
5,376
+376
5113
$31K ﹤0.01%
907
-176
5114
$31K ﹤0.01%
3,489
+469
5115
$31K ﹤0.01%
2,515
-118
5116
$31K ﹤0.01%
1,986
5117
$31K ﹤0.01%
3,200
5118
$31K ﹤0.01%
+410
5119
$31K ﹤0.01%
447
+101
5120
$31K ﹤0.01%
1,356
+1,343
5121
$31K ﹤0.01%
9,868
+8,834
5122
$31K ﹤0.01%
2,586
5123
$31K ﹤0.01%
+1,200
5124
$31K ﹤0.01%
5,158
+2,178
5125
$31K ﹤0.01%
1,309
+1,109