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
5326
$19K ﹤0.01%
8,388
+7,888
5327
$19K ﹤0.01%
6,273
+3,685
5328
$19K ﹤0.01%
6,999
-68
5329
$19K ﹤0.01%
5,891
+1,929
5330
$19K ﹤0.01%
1,183
+593
5331
$19K ﹤0.01%
1,037
+859
5332
$19K ﹤0.01%
1,170
+611
5333
$19K ﹤0.01%
+2,346
5334
$18K ﹤0.01%
41
5335
$18K ﹤0.01%
614
+114
5336
$18K ﹤0.01%
3,306
+1,042
5337
$18K ﹤0.01%
14,100
-22,700
5338
$18K ﹤0.01%
+1,857
5339
$18K ﹤0.01%
25,643
+24,184
5340
$18K ﹤0.01%
+1,055
5341
$18K ﹤0.01%
1,195
+306
5342
$18K ﹤0.01%
900
-224
5343
$18K ﹤0.01%
+450
5344
0
5345
$18K ﹤0.01%
2,577
-20,488
5346
$18K ﹤0.01%
710
+403
5347
$18K ﹤0.01%
757
+15
5348
$18K ﹤0.01%
+24,621
5349
$18K ﹤0.01%
8,885
+6,385
5350
$18K ﹤0.01%
+2,910