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
5426
$14K ﹤0.01%
+509
5427
$14K ﹤0.01%
4,055
+2,373
5428
$14K ﹤0.01%
510
+10
5429
$14K ﹤0.01%
669
-318
5430
$14K ﹤0.01%
+1,000
5431
$14K ﹤0.01%
442
+2
5432
$14K ﹤0.01%
486
+96
5433
$14K ﹤0.01%
+1,768
5434
$14K ﹤0.01%
3,404
+1,339
5435
$14K ﹤0.01%
1,415
+1,402
5436
$14K ﹤0.01%
1,933
-372
5437
$14K ﹤0.01%
911
+847
5438
$14K ﹤0.01%
504
-193
5439
$14K ﹤0.01%
5,488
+5,486
5440
$14K ﹤0.01%
630
+405
5441
$14K ﹤0.01%
1,776
+276
5442
$14K ﹤0.01%
1,237
+188
5443
$14K ﹤0.01%
625
-375
5444
$14K ﹤0.01%
2,851
-675
5445
$14K ﹤0.01%
727
+545
5446
$14K ﹤0.01%
7,455
-2,450
5447
$14K ﹤0.01%
1,875
-3,490
5448
$13K ﹤0.01%
5,758
+210
5449
$13K ﹤0.01%
27
5450
$13K ﹤0.01%
1,500