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
2726
$2.36M ﹤0.01%
117,145
-301,173
2727
$2.36M ﹤0.01%
77,420
-39,262
2728
$2.36M ﹤0.01%
114,132
+3,137
2729
$2.36M ﹤0.01%
83,554
-3,466
2730
$2.35M ﹤0.01%
194,128
-4,120
2731
$2.35M ﹤0.01%
59,996
+16,173
2732
$2.35M ﹤0.01%
88,422
+16,096
2733
$2.34M ﹤0.01%
115,390
+91,781
2734
$2.34M ﹤0.01%
33,985
-1,566
2735
$2.33M ﹤0.01%
109,415
+399
2736
$2.33M ﹤0.01%
56,007
+1,692
2737
$2.32M ﹤0.01%
80,545
+12,106
2738
$2.31M ﹤0.01%
585
-69
2739
$2.31M ﹤0.01%
100,615
+3,139
2740
$2.31M ﹤0.01%
383,901
+189,947
2741
$2.31M ﹤0.01%
179,569
+2,876
2742
$2.3M ﹤0.01%
102,365
+7,661
2743
$2.29M ﹤0.01%
93,699
-7,784
2744
$2.29M ﹤0.01%
96,921
+6,175
2745
$2.29M ﹤0.01%
42,144
2746
$2.29M ﹤0.01%
202,426
+1,313
2747
$2.29M ﹤0.01%
321,121
+287
2748
$2.28M ﹤0.01%
115,374
+3,369
2749
$2.27M ﹤0.01%
227,619
-18,074
2750
$2.27M ﹤0.01%
154,324
-3,148