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
$541B
AUM Growth
+$3.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$596M
3 +$552M
4
MET icon
MetLife
MET
+$377M
5
WMT icon
Walmart Inc
WMT
+$355M

Top Sells

1 +$1B
2 +$635M
3 +$604M
4
CSCO icon
Cisco
CSCO
+$525M
5
GS icon
Goldman Sachs
GS
+$481M

Sector Composition

1 Technology 27.89%
2 Financials 12.57%
3 Healthcare 10.45%
4 Consumer Discretionary 10.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$3.46M ﹤0.01%
124,002
-68,344
2477
$3.46M ﹤0.01%
126,651
-16,163
2478
$3.44M ﹤0.01%
468,691
+18,432
2479
$3.44M ﹤0.01%
52,924
+1,133
2480
$3.42M ﹤0.01%
112,337
+16,942
2481
$3.41M ﹤0.01%
366,990
-748
2482
$3.4M ﹤0.01%
100,197
-6,762
2483
$3.4M ﹤0.01%
59,481
-9,761
2484
$3.4M ﹤0.01%
32,418
-2,640
2485
$3.37M ﹤0.01%
175,913
-13,891
2486
$3.37M ﹤0.01%
111,848
+35,783
2487
$3.37M ﹤0.01%
153,104
-76,701
2488
$3.35M ﹤0.01%
83,009
+1,346
2489
$3.35M ﹤0.01%
75,008
-1,047
2490
$3.34M ﹤0.01%
301,231
-34,342
2491
$3.33M ﹤0.01%
159,942
-15,670
2492
$3.33M ﹤0.01%
90,939
+5,599
2493
$3.32M ﹤0.01%
519,160
-2,123
2494
$3.32M ﹤0.01%
284,614
-3,730
2495
$3.3M ﹤0.01%
109,255
-28,392
2496
$3.3M ﹤0.01%
127,710
+39,412
2497
$3.29M ﹤0.01%
119,860
-8,970
2498
$3.28M ﹤0.01%
102,715
-8,678
2499
$3.24M ﹤0.01%
38,211
-578
2500
$3.24M ﹤0.01%
144,746
+9,893