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
$367B
AUM Growth
+$7.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,218
New
Increased
Reduced
Closed

Top Buys

1 +$807M
2 +$330M
3 +$298M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274M
5
AAPL icon
Apple
AAPL
+$256M

Top Sells

1 +$540M
2 +$441M
3 +$371M
4
GE icon
GE Aerospace
GE
+$237M
5
LH icon
Labcorp
LH
+$210M

Sector Composition

1 Technology 15.02%
2 Financials 13.58%
3 Healthcare 12.49%
4 Industrials 10.25%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$2.45M ﹤0.01%
115,576
-1,738
2727
$2.44M ﹤0.01%
20,033
+531
2728
$2.44M ﹤0.01%
122,040
-6,271
2729
$2.44M ﹤0.01%
51,302
+2,502
2730
$2.43M ﹤0.01%
105,393
+36,340
2731
$2.42M ﹤0.01%
66,997
+2,260
2732
$2.42M ﹤0.01%
89,510
-1,688
2733
$2.41M ﹤0.01%
64,292
+1,958
2734
$2.4M ﹤0.01%
115,443
-5,396
2735
$2.4M ﹤0.01%
130,708
-2,017
2736
$2.4M ﹤0.01%
284,303
+143,687
2737
$2.39M ﹤0.01%
49,866
-2,699
2738
$2.39M ﹤0.01%
+82,839
2739
$2.39M ﹤0.01%
128,522
-87,998
2740
$2.39M ﹤0.01%
125,640
-141
2741
$2.38M ﹤0.01%
111,623
+2,111
2742
$2.38M ﹤0.01%
102,061
+15,307
2743
$2.38M ﹤0.01%
628,503
-23,477
2744
$2.37M ﹤0.01%
274,636
-9,089
2745
$2.36M ﹤0.01%
196,690
-18,908
2746
$2.36M ﹤0.01%
70,938
-5,447
2747
$2.33M ﹤0.01%
129,014
+13,960
2748
$2.33M ﹤0.01%
210,748
+148,789
2749
$2.33M ﹤0.01%
15,670
-898
2750
$2.33M ﹤0.01%
88,424
-17,952