Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
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
5301
$20K ﹤0.01%
8,120
+2,250
5302
$20K ﹤0.01%
6,408
+2,158
5303
$20K ﹤0.01%
6,365
+4,250
5304
$20K ﹤0.01%
838
-153
5305
$20K ﹤0.01%
1,669
-3,908
5306
$20K ﹤0.01%
1,278
+384
5307
$20K ﹤0.01%
20
5308
$20K ﹤0.01%
3,405
5309
$20K ﹤0.01%
3,000
5310
$20K ﹤0.01%
3,926
+2,726
5311
$20K ﹤0.01%
248
+32
5312
$20K ﹤0.01%
1,894
+904
5313
$20K ﹤0.01%
1,932
+117
5314
$19K ﹤0.01%
+1,608
5315
$19K ﹤0.01%
821
+373
5316
$19K ﹤0.01%
2,741
+2,725
5317
$19K ﹤0.01%
141
5318
$19K ﹤0.01%
1,066
-56
5319
$19K ﹤0.01%
1,304
+43
5320
$19K ﹤0.01%
779
+773
5321
$19K ﹤0.01%
187
5322
$19K ﹤0.01%
321
-12
5323
$19K ﹤0.01%
+2,689
5324
$19K ﹤0.01%
477
+377
5325
$19K ﹤0.01%
+2,867