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
901
$41.1M 0.01%
421,429
+51,504
902
$41M 0.01%
8,372,334
+88,613
903
$40.9M 0.01%
1,469,683
+63,278
904
$40.9M 0.01%
1,340,650
+7,625
905
$40.8M 0.01%
2,511,164
+721,536
906
$40.8M 0.01%
111,727
+15,625
907
$40.7M 0.01%
2,812,218
-225,739
908
$40.6M 0.01%
922,595
+468,133
909
$40.5M 0.01%
4,539,254
+674,588
910
$40.5M 0.01%
1,285,844
+256,515
911
$40.5M 0.01%
785,878
-192,938
912
$40.4M 0.01%
1,105,857
+97,525
913
$40.3M 0.01%
531,609
+107,417
914
$40.2M 0.01%
4,630,203
+2,307,916
915
$40.1M 0.01%
1,379,513
+288,087
916
$40M 0.01%
606,680
+44,586
917
$39.9M 0.01%
1,250,508
-371,777
918
$39.8M 0.01%
1,126,958
-19,100
919
$39.8M 0.01%
672,428
+146,923
920
$39.8M 0.01%
714,576
+138,161
921
$39.7M 0.01%
1,191,865
+46,241
922
$39.6M 0.01%
1,085,781
-38,239
923
$39.5M 0.01%
1,070,155
-382,343
924
$39.5M 0.01%
788,307
+116,079
925
$39.4M 0.01%
2,448,626
+213,182