Bank of New York Mellon

Bank of New York Mellon Portfolio holdings

AUM $557B
1-Year Est. Return 24.82%
 

Bank of New York Mellon (BNY Mellon), tracing its origins to 1784 when Alexander Hamilton founded the Bank of New York, is a global financial institution headquartered in New York City, specializing in asset servicing, custody banking, and investment management. As one of the world’s largest custodian banks, it safeguards trillions in assets for institutions like pension funds, mutual funds, and governments, while its investment arm manages billions through subsidiaries like Mellon Investments and Dreyfus. Known for its role as a financial infrastructure backbone, BNY Mellon also provides treasury services, wealth management, and market analytics, blending a rich historical legacy with modern fintech innovations. The 2007 merger of Bank of New York and Mellon Financial solidified its position as a leader in global finance.

This Quarter Est. Return
1 Year Est. Return
+24.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336B
AUM Growth
+$18.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,202
New
Increased
Reduced
Closed

Top Buys

1 +$965M
2 +$422M
3 +$367M
4
S
Sprint Corporation
S
+$335M
5
WFC icon
Wells Fargo
WFC
+$331M

Top Sells

1 +$1.29B
2 +$897M
3 +$418M
4
XYL icon
Xylem
XYL
+$197M
5
MCO icon
Moody's
MCO
+$191M

Sector Composition

1 Technology 14.61%
2 Financials 13.48%
3 Healthcare 11.88%
4 Industrials 10.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$3.32M ﹤0.01%
165,282
-12,705
2477
$3.31M ﹤0.01%
553,372
+57,168
2478
$3.31M ﹤0.01%
213,617
-35,011
2479
$3.31M ﹤0.01%
205,213
-8,113
2480
$3.31M ﹤0.01%
336,800
+80,621
2481
$3.3M ﹤0.01%
111,980
+248
2482
$3.3M ﹤0.01%
184,421
+20,037
2483
$3.29M ﹤0.01%
80,672
+13,427
2484
$3.29M ﹤0.01%
524,903
+65,734
2485
$3.29M ﹤0.01%
88,335
-15,791
2486
$3.27M ﹤0.01%
327,259
+11,377
2487
$3.27M ﹤0.01%
203,596
+92,108
2488
$3.27M ﹤0.01%
97,885
-30,430
2489
$3.25M ﹤0.01%
99,558
-9,280
2490
$3.25M ﹤0.01%
119,744
+11,295
2491
$3.25M ﹤0.01%
+375,067
2492
$3.25M ﹤0.01%
116,085
-34,134
2493
$3.24M ﹤0.01%
14,139
+282
2494
$3.24M ﹤0.01%
156,822
+7,434
2495
$3.24M ﹤0.01%
379,245
+8,965
2496
$3.23M ﹤0.01%
804,111
+35,374
2497
$3.22M ﹤0.01%
128,813
-130,645
2498
$3.21M ﹤0.01%
131,277
+12,800
2499
$3.21M ﹤0.01%
199,138
+39,864
2500
$3.2M ﹤0.01%
332,339
+204,505