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
6251
$0 ﹤0.01%
1,595
6252
-5,083
6253
$0 ﹤0.01%
+2
6254
-1,042
6255
-372
6256
$0 ﹤0.01%
9
-113
6257
$0 ﹤0.01%
+92
6258
$0 ﹤0.01%
+22
6259
$0 ﹤0.01%
+29
6260
$0 ﹤0.01%
90
-15,926
6261
$0 ﹤0.01%
1
-4
6262
-167
6263
$0 ﹤0.01%
4
-11,996
6264
-490
6265
$0 ﹤0.01%
+34
6266
-16
6267
$0 ﹤0.01%
+74
6268
-572
6269
-10,619
6270
-370,654
6271
-95,106
6272
-336,130
6273
-156,373
6274
-10,000
6275
-25