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
5576
$9K ﹤0.01%
1,095
+595
5577
$9K ﹤0.01%
5,816
+181
5578
$9K ﹤0.01%
308
+108
5579
$9K ﹤0.01%
50,493
5580
$9K ﹤0.01%
20,356
+5,861
5581
$9K ﹤0.01%
+70
5582
$8K ﹤0.01%
1,410
-890
5583
$8K ﹤0.01%
1,167
-12,000
5584
$8K ﹤0.01%
103
-1
5585
$8K ﹤0.01%
25,730
+9,847
5586
$8K ﹤0.01%
2,000
5587
$8K ﹤0.01%
+108
5588
$8K ﹤0.01%
274
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5589
$8K ﹤0.01%
+1,400
5590
$8K ﹤0.01%
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5591
$8K ﹤0.01%
288
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5592
$8K ﹤0.01%
2,000
5593
$8K ﹤0.01%
272
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5594
$8K ﹤0.01%
32
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5595
$8K ﹤0.01%
4,542
5596
$8K ﹤0.01%
+1
5597
$8K ﹤0.01%
786
-8,914
5598
$8K ﹤0.01%
195
+100
5599
$8K ﹤0.01%
307
-9,983
5600
$8K ﹤0.01%
550
-1,288