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 8.07%
4 Consumer Staples 7.76%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$4.3M ﹤0.01%
107,561
+14,689
2427
$4.3M ﹤0.01%
113,635
-7,182
2428
$4.29M ﹤0.01%
166,541
+3,011
2429
$4.29M ﹤0.01%
127,295
+27,607
2430
$4.29M ﹤0.01%
147,146
-26,472
2431
$4.28M ﹤0.01%
84,998
-21,940
2432
$4.28M ﹤0.01%
48,983
+5,008
2433
$4.26M ﹤0.01%
262,139
+247,355
2434
$4.26M ﹤0.01%
158,922
+10,017
2435
$4.25M ﹤0.01%
187,461
-73,547
2436
$4.24M ﹤0.01%
87,009
+18,982
2437
$4.24M ﹤0.01%
2,933,896
+802,598
2438
$4.24M ﹤0.01%
95,890
-38,569
2439
$4.23M ﹤0.01%
113,981
-19,118
2440
$4.23M ﹤0.01%
154,647
-6,753
2441
$4.23M ﹤0.01%
188,232
-13,862
2442
$4.21M ﹤0.01%
116,158
-17,057
2443
$4.21M ﹤0.01%
119,064
+29,279
2444
$4.21M ﹤0.01%
35,863
-30,476
2445
$4.2M ﹤0.01%
63,555
-6,390
2446
$4.2M ﹤0.01%
402,226
+18,292
2447
$4.18M ﹤0.01%
136,848
+36,297
2448
$4.18M ﹤0.01%
15,128
-12,754
2449
$4.17M ﹤0.01%
140,826
+5,599
2450
$4.17M ﹤0.01%
70,112
+15,479