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
$367B
AUM Growth
+$7.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,218
New
Increased
Reduced
Closed

Top Buys

1 +$807M
2 +$330M
3 +$298M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274M
5
AAPL icon
Apple
AAPL
+$256M

Top Sells

1 +$540M
2 +$441M
3 +$371M
4
GE icon
GE Aerospace
GE
+$237M
5
LH icon
Labcorp
LH
+$210M

Sector Composition

1 Technology 15.02%
2 Financials 13.58%
3 Healthcare 12.49%
4 Industrials 10.25%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$2.96M ﹤0.01%
159,821
+11,043
2602
$2.96M ﹤0.01%
170,082
+10,030
2603
$2.95M ﹤0.01%
190,107
-6,845
2604
$2.95M ﹤0.01%
75,331
-3,326
2605
$2.94M ﹤0.01%
89,441
-595
2606
$2.94M ﹤0.01%
87,167
-601
2607
$2.93M ﹤0.01%
171,592
-5,330
2608
$2.92M ﹤0.01%
167,684
+434
2609
$2.92M ﹤0.01%
70,924
-15,954
2610
$2.91M ﹤0.01%
110,321
+8,314
2611
$2.91M ﹤0.01%
220,892
+58,352
2612
$2.9M ﹤0.01%
71,206
-39
2613
$2.9M ﹤0.01%
114,621
-779
2614
$2.88M ﹤0.01%
116,730
-102,356
2615
$2.88M ﹤0.01%
334,411
+54,839
2616
$2.86M ﹤0.01%
81,827
-1,478
2617
$2.86M ﹤0.01%
247,646
-344
2618
$2.86M ﹤0.01%
217,732
+13,036
2619
$2.86M ﹤0.01%
52,574
-549
2620
$2.85M ﹤0.01%
333,816
-296,839
2621
$2.85M ﹤0.01%
168,338
+26,320
2622
$2.84M ﹤0.01%
256,858
-2,931
2623
$2.83M ﹤0.01%
82,977
+46,679
2624
$2.82M ﹤0.01%
214,558
-5,684
2625
$2.82M ﹤0.01%
+56,356