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
$361B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$616M
2 +$239M
3 +$200M
4
GILD icon
Gilead Sciences
GILD
+$185M
5
AMP icon
Ameriprise Financial
AMP
+$179M

Top Sells

1 +$295M
2 +$294M
3 +$241M
4
STJ
St Jude Medical
STJ
+$197M
5
SPLS
Staples Inc
SPLS
+$191M

Sector Composition

1 Technology 16.43%
2 Financials 14.45%
3 Healthcare 12.74%
4 Industrials 9.53%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$2.67M ﹤0.01%
383,483
-34,856
2627
$2.67M ﹤0.01%
95,903
+2,941
2628
$2.66M ﹤0.01%
89,909
+4,721
2629
$2.65M ﹤0.01%
97,964
+4,836
2630
$2.65M ﹤0.01%
404,247
-3,436
2631
$2.64M ﹤0.01%
105,663
+5,833
2632
$2.64M ﹤0.01%
187,281
-3,987
2633
$2.63M ﹤0.01%
40,489
+1,316
2634
$2.63M ﹤0.01%
88,184
-26,593
2635
$2.63M ﹤0.01%
106,041
-4,118
2636
$2.63M ﹤0.01%
103,483
+11,706
2637
$2.63M ﹤0.01%
204,928
+6,482
2638
$2.62M ﹤0.01%
133,122
+3,135
2639
$2.62M ﹤0.01%
361,003
+5,125
2640
$2.62M ﹤0.01%
653,653
+14,184
2641
$2.61M ﹤0.01%
52,382
-6,184
2642
$2.61M ﹤0.01%
86,958
+4,217
2643
$2.61M ﹤0.01%
169,396
+13,739
2644
$2.61M ﹤0.01%
56,561
+1,262
2645
$2.6M ﹤0.01%
423,565
-8,496
2646
$2.6M ﹤0.01%
185,942
+49
2647
$2.6M ﹤0.01%
145,728
+9,435
2648
$2.6M ﹤0.01%
657,561
-1,071
2649
$2.59M ﹤0.01%
3,917
-162
2650
$2.59M ﹤0.01%
210,597
+23,926