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
$375B
AUM Growth
+$73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,261
New
Increased
Reduced
Closed

Top Buys

1 +$1.94B
2 +$623M
3 +$552M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$482M
5
AAPL icon
Apple
AAPL
+$346M

Top Sells

1 +$478M
2 +$318M
3 +$273M
4
MRK icon
Merck
MRK
+$252M
5
JNJ icon
Johnson & Johnson
JNJ
+$242M

Sector Composition

1 Technology 24.58%
2 Healthcare 13.79%
3 Financials 11.38%
4 Consumer Discretionary 10.81%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$1.17M ﹤0.01%
48,330
+1,179
2952
$1.17M ﹤0.01%
108,529
-897
2953
$1.16M ﹤0.01%
662,718
+117,505
2954
$1.16M ﹤0.01%
43,344
+3,960
2955
$1.16M ﹤0.01%
67,071
+3,636
2956
$1.16M ﹤0.01%
78,418
-6,011
2957
$1.16M ﹤0.01%
109,251
+9,419
2958
$1.15M ﹤0.01%
37,467
-592
2959
$1.15M ﹤0.01%
90,036
-4,112
2960
$1.15M ﹤0.01%
43,231
+4,046
2961
$1.15M ﹤0.01%
499,269
+51,408
2962
$1.15M ﹤0.01%
18,424
-235,203
2963
$1.15M ﹤0.01%
277,180
-48,168
2964
$1.15M ﹤0.01%
53,734
+2,929
2965
$1.15M ﹤0.01%
75,277
+144
2966
$1.15M ﹤0.01%
856
2967
$1.15M ﹤0.01%
68,000
-1,175
2968
$1.15M ﹤0.01%
47,155
-2,098
2969
$1.14M ﹤0.01%
197,437
-8,394
2970
$1.14M ﹤0.01%
198,485
+12,000
2971
$1.14M ﹤0.01%
140,305
-32,383
2972
$1.14M ﹤0.01%
571,351
-174,914
2973
$1.14M ﹤0.01%
55,094
+40,868
2974
$1.14M ﹤0.01%
8,739
+1,722
2975
$1.13M ﹤0.01%
43,155
+498