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
$512B
AUM Growth
-$4.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,627
New
Increased
Reduced
Closed

Top Buys

1 +$677M
2 +$508M
3 +$271M
4
TSLA icon
Tesla
TSLA
+$260M
5
VB icon
Vanguard Small-Cap ETF
VB
+$257M

Top Sells

1 +$644M
2 +$365M
3 +$335M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$267M
5
BABA icon
Alibaba
BABA
+$263M

Sector Composition

1 Technology 25.35%
2 Healthcare 13.34%
3 Financials 12.47%
4 Consumer Discretionary 10.66%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$3.78M ﹤0.01%
16,167
+2,014
2627
$3.78M ﹤0.01%
216,684
-9,923
2628
$3.78M ﹤0.01%
52,685
+18,315
2629
$3.77M ﹤0.01%
135,529
+7,802
2630
$3.77M ﹤0.01%
5,765
+179
2631
$3.77M ﹤0.01%
497,676
-5,986
2632
$3.74M ﹤0.01%
73,463
+2,108
2633
$3.73M ﹤0.01%
+47,644
2634
$3.73M ﹤0.01%
135,412
-595
2635
$3.73M ﹤0.01%
170,279
+7,099
2636
$3.73M ﹤0.01%
294,811
+17,128
2637
$3.72M ﹤0.01%
197,941
+8,409
2638
$3.71M ﹤0.01%
82,282
+4,181
2639
$3.68M ﹤0.01%
524,558
+162,486
2640
$3.68M ﹤0.01%
188,807
+5,801
2641
$3.68M ﹤0.01%
188,012
+38,363
2642
$3.67M ﹤0.01%
76,777
+6,008
2643
$3.66M ﹤0.01%
41,777
+8,366
2644
$3.66M ﹤0.01%
37,372
+3,646
2645
$3.64M ﹤0.01%
206,842
+5,842
2646
$3.63M ﹤0.01%
278,390
+10,249
2647
$3.62M ﹤0.01%
388,063
-21,011
2648
$3.62M ﹤0.01%
14,158
-71,259
2649
$3.61M ﹤0.01%
175,091
+5,805
2650
$3.6M ﹤0.01%
+85,138