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
$385B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1 +$544M
2 +$444M
3 +$380M
4
MDT icon
Medtronic
MDT
+$332M
5
GILD icon
Gilead Sciences
GILD
+$289M

Top Sells

1 +$2.19B
2 +$1.01B
3 +$795M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$525M
5
AAPL icon
Apple
AAPL
+$487M

Sector Composition

1 Technology 15.83%
2 Healthcare 13.94%
3 Financials 13.08%
4 Industrials 10.33%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$2.59M ﹤0.01%
144,123
+6
2677
$2.59M ﹤0.01%
334,332
+60,220
2678
$2.57M ﹤0.01%
51,491
-10,707
2679
$2.56M ﹤0.01%
26,123
-313
2680
$2.56M ﹤0.01%
104,070
-2,913
2681
$2.56M ﹤0.01%
657,345
-44,041
2682
$2.55M ﹤0.01%
365,723
-9,575
2683
$2.55M ﹤0.01%
232,764
+526
2684
$2.54M ﹤0.01%
57,526
-27,442
2685
$2.53M ﹤0.01%
441,972
+15,359
2686
$2.53M ﹤0.01%
7,594
+576
2687
$2.53M ﹤0.01%
236,729
+16,313
2688
$2.52M ﹤0.01%
112,710
-32,916
2689
$2.52M ﹤0.01%
20,935
+906
2690
$2.52M ﹤0.01%
354,257
+23,221
2691
$2.51M ﹤0.01%
238,679
+957
2692
$2.49M ﹤0.01%
74,740
-475
2693
$2.49M ﹤0.01%
60,450
+13,248
2694
$2.49M ﹤0.01%
198,151
-106,863
2695
$2.48M ﹤0.01%
9,360
+1,454
2696
$2.48M ﹤0.01%
5,410
+1,208
2697
$2.48M ﹤0.01%
+32,031
2698
$2.48M ﹤0.01%
129,645
-579
2699
$2.48M ﹤0.01%
48,934
-304
2700
$2.48M ﹤0.01%
169,511
-60,355