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
$336B
AUM Growth
+$18.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,202
New
Increased
Reduced
Closed

Top Buys

1 +$965M
2 +$422M
3 +$367M
4
S
Sprint Corporation
S
+$335M
5
WFC icon
Wells Fargo
WFC
+$331M

Top Sells

1 +$1.29B
2 +$897M
3 +$418M
4
XYL icon
Xylem
XYL
+$197M
5
MCO icon
Moody's
MCO
+$191M

Sector Composition

1 Technology 14.61%
2 Financials 13.48%
3 Healthcare 11.88%
4 Industrials 10.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$1.46M ﹤0.01%
285,780
-30,294
2952
$1.46M ﹤0.01%
77,181
+16,275
2953
$1.46M ﹤0.01%
75,019
-183,354
2954
$1.46M ﹤0.01%
50,868
+4,272
2955
$1.46M ﹤0.01%
28,320
+728
2956
$1.45M ﹤0.01%
240,766
+3,034
2957
$1.45M ﹤0.01%
761,067
+43,888
2958
$1.45M ﹤0.01%
77,601
-4,242
2959
$1.44M ﹤0.01%
113,203
-253
2960
$1.44M ﹤0.01%
65,653
+2,504
2961
$1.44M ﹤0.01%
40,163
+515
2962
$1.44M ﹤0.01%
123,441
+80,721
2963
$1.44M ﹤0.01%
176,014
-8,298
2964
$1.44M ﹤0.01%
26,968
+30
2965
$1.44M ﹤0.01%
87,041
+100
2966
$1.44M ﹤0.01%
85,164
+1,430
2967
$1.43M ﹤0.01%
79,842
-2,514
2968
$1.43M ﹤0.01%
473,125
+44,797
2969
$1.42M ﹤0.01%
34,024
+9
2970
$1.42M ﹤0.01%
61,309
+2,861
2971
$1.42M ﹤0.01%
235,816
-228
2972
$1.42M ﹤0.01%
194,500
+18,401
2973
$1.42M ﹤0.01%
41,769
-2
2974
$1.41M ﹤0.01%
70,120
+1,414
2975
$1.41M ﹤0.01%
23,746
+2,611