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
$489B
AUM Growth
+$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,438
New
Increased
Reduced
Closed

Top Buys

1 +$798M
2 +$591M
3 +$390M
4
HD icon
Home Depot
HD
+$388M
5
PAYX icon
Paychex
PAYX
+$380M

Top Sells

1 +$900M
2 +$673M
3 +$581M
4
AAPL icon
Apple
AAPL
+$378M
5
BMY icon
Bristol-Myers Squibb
BMY
+$263M

Sector Composition

1 Technology 24.38%
2 Healthcare 12.97%
3 Financials 12.5%
4 Consumer Discretionary 11.21%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$3.79M ﹤0.01%
124,291
+188
2577
$3.78M ﹤0.01%
103,667
+404
2578
$3.78M ﹤0.01%
79,982
+193
2579
$3.77M ﹤0.01%
70,541
+792
2580
$3.77M ﹤0.01%
63,403
+10,195
2581
$3.76M ﹤0.01%
290,166
+886
2582
$3.76M ﹤0.01%
176,794
-3,340
2583
$3.76M ﹤0.01%
224,956
-626
2584
$3.75M ﹤0.01%
104,075
+35,221
2585
$3.74M ﹤0.01%
84,368
+3,630
2586
$3.73M ﹤0.01%
384,803
-5,197
2587
$3.71M ﹤0.01%
157,066
-3,448
2588
$3.71M ﹤0.01%
614,371
-11,757
2589
$3.7M ﹤0.01%
+136,088
2590
$3.7M ﹤0.01%
307,308
+75,815
2591
$3.7M ﹤0.01%
118,787
+10,939
2592
$3.68M ﹤0.01%
237,147
+86,914
2593
$3.68M ﹤0.01%
4,712
-239
2594
$3.68M ﹤0.01%
182,836
+37,110
2595
$3.67M ﹤0.01%
124,736
-931
2596
$3.67M ﹤0.01%
182,311
-5,841
2597
$3.66M ﹤0.01%
65,127
+20,771
2598
$3.65M ﹤0.01%
153,465
-78,320
2599
$3.65M ﹤0.01%
100,879
-2,857
2600
$3.64M ﹤0.01%
19,532
+25