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