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
2876
$1.72M ﹤0.01%
36,659
-1,940
2877
$1.72M ﹤0.01%
242,539
+33,024
2878
$1.71M ﹤0.01%
642,202
+66,523
2879
$1.71M ﹤0.01%
495,239
+42,206
2880
$1.71M ﹤0.01%
63,462
+4,787
2881
$1.7M ﹤0.01%
127,797
+8,106
2882
$1.7M ﹤0.01%
97,281
+5,207
2883
$1.69M ﹤0.01%
75,834
-28,822
2884
$1.69M ﹤0.01%
106,462
+7,619
2885
$1.69M ﹤0.01%
707,056
+87,728
2886
$1.69M ﹤0.01%
37,002
2887
$1.68M ﹤0.01%
98,013
+3,144
2888
$1.68M ﹤0.01%
99,711
-484,374
2889
$1.68M ﹤0.01%
493,197
+182,906
2890
$1.67M ﹤0.01%
40,268
+2,830
2891
$1.67M ﹤0.01%
129,551
+5,416
2892
$1.67M ﹤0.01%
460,132
+64,788
2893
$1.66M ﹤0.01%
35,693
-115
2894
$1.66M ﹤0.01%
423,209
+83,025
2895
$1.66M ﹤0.01%
54,384
+4,702
2896
$1.65M ﹤0.01%
43,493
-5,823
2897
$1.64M ﹤0.01%
12,438
+421
2898
$1.64M ﹤0.01%
193,407
+11,005
2899
$1.64M ﹤0.01%
13,931
-5,186
2900
$1.64M ﹤0.01%
86,987
+6,781