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
2451
$4.17M ﹤0.01%
409,240
-163,269
2452
$4.17M ﹤0.01%
334,929
-182,637
2453
$4.16M ﹤0.01%
137,694
+22,256
2454
$4.16M ﹤0.01%
176,206
+104,760
2455
$4.16M ﹤0.01%
274,565
+22,656
2456
$4.14M ﹤0.01%
482,891
-518,228
2457
$4.13M ﹤0.01%
649,022
-37,331
2458
$4.12M ﹤0.01%
234,104
-62,334
2459
$4.11M ﹤0.01%
94,800
+6,967
2460
$4.11M ﹤0.01%
1,402,589
-107,023
2461
$4.1M ﹤0.01%
48,353
-1,108
2462
$4.1M ﹤0.01%
755,947
-60,414
2463
$4.1M ﹤0.01%
61,700
-931
2464
$4.09M ﹤0.01%
300,517
-110,330
2465
$4.08M ﹤0.01%
112,758
+6,778
2466
$4.08M ﹤0.01%
117,858
+2,025
2467
$4.07M ﹤0.01%
544,663
-546,218
2468
$4.07M ﹤0.01%
138,987
-2,851
2469
$4.07M ﹤0.01%
93,980
-41,548
2470
$4.07M ﹤0.01%
264,131
+631
2471
$4.06M ﹤0.01%
29,948
-196,409
2472
$4.05M ﹤0.01%
411,989
+10,752
2473
$4.05M ﹤0.01%
72,791
-4,722
2474
$4.04M ﹤0.01%
149,845
+33,214
2475
$4.04M ﹤0.01%
601,788
+241,628