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
$460B
AUM Growth
+$54.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,334
New
Increased
Reduced
Closed

Top Buys

1 +$1.94B
2 +$571M
3 +$308M
4
TXN icon
Texas Instruments
TXN
+$301M
5
JNJ icon
Johnson & Johnson
JNJ
+$256M

Top Sells

1 +$1.1B
2 +$993M
3 +$655M
4
QCOM icon
Qualcomm
QCOM
+$413M
5
META icon
Meta Platforms (Facebook)
META
+$400M

Sector Composition

1 Technology 25.18%
2 Healthcare 13.39%
3 Financials 11.8%
4 Consumer Discretionary 11.37%
5 Industrials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$1.56M ﹤0.01%
64,557
+147
2952
$1.55M ﹤0.01%
15,450
+3,198
2953
$1.55M ﹤0.01%
60,232
-10,696
2954
$1.55M ﹤0.01%
29,976
+5,619
2955
$1.55M ﹤0.01%
107,199
+221
2956
$1.54M ﹤0.01%
6,162
+394
2957
$1.54M ﹤0.01%
+36,819
2958
$1.53M ﹤0.01%
+58,365
2959
$1.53M ﹤0.01%
177,661
-7,714
2960
$1.53M ﹤0.01%
60,511
+19,577
2961
$1.53M ﹤0.01%
12,724
-2,546
2962
$1.52M ﹤0.01%
110,442
-2,524
2963
$1.52M ﹤0.01%
27,454
+4,595
2964
$1.51M ﹤0.01%
140,958
+7,609
2965
$1.51M ﹤0.01%
58,409
+1,927
2966
$1.51M ﹤0.01%
122,287
+25,995
2967
$1.51M ﹤0.01%
54,779
+1,638
2968
$1.51M ﹤0.01%
60,281
+23,131
2969
$1.51M ﹤0.01%
103,283
+5,996
2970
$1.51M ﹤0.01%
65,908
+12,692
2971
$1.5M ﹤0.01%
121,098
+120
2972
$1.5M ﹤0.01%
72,461
-1,701
2973
$1.5M ﹤0.01%
122,582
+12,894
2974
$1.5M ﹤0.01%
7,192
+1,562
2975
$1.5M ﹤0.01%
40,705
-5,357