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
5401
$15K ﹤0.01%
770
-10,615
5402
$15K ﹤0.01%
1,000
-300
5403
$15K ﹤0.01%
+1,453
5404
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+1,227
5405
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283
+33
5406
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1,000
5407
$15K ﹤0.01%
567
+391
5408
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764
+215
5409
$15K ﹤0.01%
1,569
5410
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1,003
+3
5411
$15K ﹤0.01%
600
5412
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6,647
+1,856
5413
$15K ﹤0.01%
542
+277
5414
$15K ﹤0.01%
2,431
-247,202
5415
$15K ﹤0.01%
738
-13,975
5416
$15K ﹤0.01%
1,892
5417
$15K ﹤0.01%
+200
5418
$15K ﹤0.01%
341
-92
5419
$15K ﹤0.01%
+345
5420
$14K ﹤0.01%
2,032
5421
$14K ﹤0.01%
1,400
-260
5422
$14K ﹤0.01%
229
+143
5423
$14K ﹤0.01%
444
+387
5424
$14K ﹤0.01%
2,144
+252
5425
$14K ﹤0.01%
+272