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
6501
-902
6502
$0 ﹤0.01%
+577
6503
$0 ﹤0.01%
304
-1,715
6504
$0 ﹤0.01%
26
+20
6505
-17,004
6506
-216,157
6507
-122,318
6508
-5,106
6509
$0 ﹤0.01%
+3
6510
0
6511
$0 ﹤0.01%
2
-798
6512
-700
6513
$0 ﹤0.01%
+44
6514
$0 ﹤0.01%
+265
6515
-14,141
6516
$0 ﹤0.01%
+5
6517
$0 ﹤0.01%
114
-161
6518
$0 ﹤0.01%
+1
6519
-115
6520
$0 ﹤0.01%
+10
6521
-15,232
6522
$0 ﹤0.01%
+86
6523
-250
6524
$0 ﹤0.01%
6
+1
6525
$0 ﹤0.01%
8
-157