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
5401
$15K ﹤0.01%
1,000
-300
5402
$15K ﹤0.01%
+1,453
5403
$15K ﹤0.01%
+1,227
5404
$15K ﹤0.01%
341
-92
5405
$15K ﹤0.01%
+345
5406
$15K ﹤0.01%
+2,121
5407
$15K ﹤0.01%
283
+33
5408
$15K ﹤0.01%
1,000
5409
$15K ﹤0.01%
567
+391
5410
$15K ﹤0.01%
764
+215
5411
$15K ﹤0.01%
1,569
5412
$15K ﹤0.01%
1,003
+3
5413
$15K ﹤0.01%
600
5414
$15K ﹤0.01%
6,647
+1,856
5415
$15K ﹤0.01%
542
+277
5416
$15K ﹤0.01%
2,431
-247,202
5417
$15K ﹤0.01%
738
-13,975
5418
$15K ﹤0.01%
1,892
5419
$15K ﹤0.01%
+200
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