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
$372B
AUM Growth
+$4.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,279
New
Increased
Reduced
Closed

Top Buys

1 +$197M
2 +$141M
3 +$138M
4
AAPL icon
Apple
AAPL
+$136M
5
HAL icon
Halliburton
HAL
+$135M

Top Sells

1 +$6.31B
2 +$763M
3 +$456M
4
AGN
Allergan Inc
AGN
+$346M
5
EOG icon
EOG Resources
EOG
+$288M

Sector Composition

1 Technology 15.42%
2 Financials 13.43%
3 Healthcare 12.62%
4 Industrials 10.37%
5 Energy 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$2.9M ﹤0.01%
327,529
+40,688
2652
$2.89M ﹤0.01%
103,290
-868
2653
$2.89M ﹤0.01%
83,067
+3,974
2654
$2.88M ﹤0.01%
90,713
+1,852
2655
$2.88M ﹤0.01%
109,968
-482,876
2656
$2.88M ﹤0.01%
124,289
+23,731
2657
$2.87M ﹤0.01%
264,901
+709
2658
$2.87M ﹤0.01%
1,260,527
+49,803
2659
$2.87M ﹤0.01%
37,132
-5,466
2660
$2.86M ﹤0.01%
182,196
+1,830
2661
$2.86M ﹤0.01%
22,066
+17,042
2662
$2.86M ﹤0.01%
696,498
+13,233
2663
$2.86M ﹤0.01%
52,834
+260
2664
$2.86M ﹤0.01%
17,835
-178
2665
$2.86M ﹤0.01%
77,330
+5,600
2666
$2.85M ﹤0.01%
88,421
+1,254
2667
$2.84M ﹤0.01%
58,546
+1,115
2668
$2.83M ﹤0.01%
58,227
+61
2669
$2.83M ﹤0.01%
284,679
+3,888
2670
$2.83M ﹤0.01%
848,582
+38,815
2671
$2.82M ﹤0.01%
92,486
-3,762
2672
$2.81M ﹤0.01%
104,939
+7,091
2673
$2.81M ﹤0.01%
89,859
+5,327
2674
$2.8M ﹤0.01%
219,077
-5,029
2675
$2.79M ﹤0.01%
132,962
-54,143