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
5851
$3K ﹤0.01%
572
+559
5852
$3K ﹤0.01%
208
5853
$3K ﹤0.01%
+102
5854
$3K ﹤0.01%
1,200
5855
$3K ﹤0.01%
+335
5856
$3K ﹤0.01%
284
-10
5857
$3K ﹤0.01%
37
-547
5858
$3K ﹤0.01%
957
-69
5859
$3K ﹤0.01%
144
+107
5860
$3K ﹤0.01%
+136
5861
$3K ﹤0.01%
200
5862
$3K ﹤0.01%
129
-671
5863
$3K ﹤0.01%
+380
5864
$3K ﹤0.01%
+241
5865
$3K ﹤0.01%
+93
5866
$3K ﹤0.01%
+4,239
5867
$3K ﹤0.01%
+49
5868
$3K ﹤0.01%
7,449
+396
5869
$3K ﹤0.01%
224
-22,896
5870
$3K ﹤0.01%
200
5871
$3K ﹤0.01%
1,222
+184
5872
$3K ﹤0.01%
1,281
-377
5873
$3K ﹤0.01%
+427
5874
$2K ﹤0.01%
1,519
+19
5875
$2K ﹤0.01%
+140