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
5201
$25K ﹤0.01%
1,963
+30
5202
$25K ﹤0.01%
2,140
+935
5203
$25K ﹤0.01%
14,551
+647
5204
$25K ﹤0.01%
1,585
+989
5205
$25K ﹤0.01%
204
+45
5206
$25K ﹤0.01%
3,007
5207
$25K ﹤0.01%
3,200
5208
$25K ﹤0.01%
+50,547
5209
$25K ﹤0.01%
1,656
5210
$25K ﹤0.01%
341
5211
$25K ﹤0.01%
3,019
-236,559
5212
$24K ﹤0.01%
3,228
+3,214
5213
$24K ﹤0.01%
+2,372
5214
$24K ﹤0.01%
1,600
-4,800
5215
$24K ﹤0.01%
10,485
+159
5216
$24K ﹤0.01%
866
+167
5217
$24K ﹤0.01%
188
+63
5218
0
5219
$24K ﹤0.01%
1,503
+2
5220
$24K ﹤0.01%
845
+450
5221
$24K ﹤0.01%
192
5222
$24K ﹤0.01%
3,000
-11
5223
$24K ﹤0.01%
2,246
-47
5224
$24K ﹤0.01%
+670
5225
$24K ﹤0.01%
7,619
-15,099