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
$357B
AUM Growth
+$37.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,341
New
Increased
Reduced
Closed

Top Buys

1 +$280M
2 +$188M
3 +$155M
4
BRX icon
Brixmor Property Group
BRX
+$147M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$137M

Top Sells

1 +$867M
2 +$505M
3 +$418M
4
VZ icon
Verizon
VZ
+$377M
5
AAPL icon
Apple
AAPL
+$214M

Sector Composition

1 Technology 19.14%
2 Healthcare 13.51%
3 Financials 13.35%
4 Consumer Discretionary 10.48%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$2.68M ﹤0.01%
78,328
+668
2627
$2.67M ﹤0.01%
18,718
+1,348
2628
$2.67M ﹤0.01%
123,080
-5,133
2629
$2.66M ﹤0.01%
44,633
-440
2630
$2.65M ﹤0.01%
114,210
-1,768
2631
$2.64M ﹤0.01%
36,114
+394
2632
$2.63M ﹤0.01%
290,481
-3,987
2633
$2.63M ﹤0.01%
100,406
+2,693
2634
$2.63M ﹤0.01%
94,941
+3,371
2635
$2.62M ﹤0.01%
550,654
+20,505
2636
$2.62M ﹤0.01%
214,991
+4,931
2637
$2.6M ﹤0.01%
70,008
+20,038
2638
$2.6M ﹤0.01%
247,855
+1,309
2639
$2.58M ﹤0.01%
97,168
+3,294
2640
$2.58M ﹤0.01%
268,922
+21,772
2641
$2.58M ﹤0.01%
27,627
-1,581
2642
$2.57M ﹤0.01%
157,676
+8,965
2643
$2.57M ﹤0.01%
238,306
+8,874
2644
$2.57M ﹤0.01%
897,765
-84,312
2645
$2.56M ﹤0.01%
156,055
+5,438
2646
$2.56M ﹤0.01%
1,288,745
-280,753
2647
$2.56M ﹤0.01%
188,882
-333
2648
$2.55M ﹤0.01%
82,417
+3,111
2649
$2.55M ﹤0.01%
104,953
+2,522
2650
$2.54M ﹤0.01%
12,080
+37