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
$527B
AUM Growth
+$6.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,355
New
Increased
Reduced
Closed

Top Buys

1
+$962M
2
+$538M
3
+$470M
4
RMD icon
ResMed
RMD
+$375M
5
IP icon
International Paper
IP
+$351M

Top Sells

1
+$1.08B
2
+$738M
3
+$558M
4
AAPL icon
Apple
AAPL
+$412M
5
ABBV icon
AbbVie
ABBV
+$395M

Sector Composition

1 Technology 28.33%
2 Healthcare 11.76%
3 Financials 11.44%
4 Consumer Discretionary 9.24%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$358M 0.07%
2,351,319
+60,821
252
$355M 0.07%
4,988,671
-248,601
253
$353M 0.07%
2,123,549
-2,667
254
$337M 0.06%
6,296,468
+172,596
255
$337M 0.06%
2,130,651
+63,614
256
$334M 0.06%
3,803,822
-58,592
257
$333M 0.06%
1,113,603
-26,209
258
$330M 0.06%
1,147,449
-33,489
259
$328M 0.06%
3,815,699
-341,706
260
$328M 0.06%
1,609,826
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261
$326M 0.06%
3,651,754
-137,830
262
$324M 0.06%
6,134,407
+116,789
263
$322M 0.06%
7,126,421
+563,804
264
$319M 0.06%
2,464,645
-57,621
265
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1,747,595
-206,531
266
$317M 0.06%
3,039,538
+124,649
267
$316M 0.06%
8,997,790
-93,260
268
$316M 0.06%
8,134,739
-98,324
269
$315M 0.06%
25,129,530
-488,704
270
$313M 0.06%
838,039
-5,334
271
$307M 0.06%
2,314,413
-52,290
272
$306M 0.06%
4,362,017
-120,763
273
$305M 0.06%
5,746,551
-122,625
274
$304M 0.06%
3,309,517
-128,333
275
$304M 0.06%
3,153,208
-420,503
9 10
11
12 13