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
$357B
AUM Growth
+$37.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,341
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$188M
3
+$155M
4
BRX icon
Brixmor Property Group
BRX
+$147M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$137M

Top Sells

1
+$867M
2
+$505M
3
+$418M
4
VZ icon
Verizon
VZ
+$377M
5
AAPL icon
Apple
AAPL
+$214M

Sector Composition

1 Technology 19.14%
2 Healthcare 13.51%
3 Financials 13.35%
4 Consumer Discretionary 10.48%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$240M 0.07%
2,930,615
-279,412
277
$240M 0.07%
2,409,903
+638,713
278
$239M 0.07%
1,528,493
+43,545
279
$236M 0.07%
1,421,784
-20,445
280
$234M 0.07%
2,368,211
-86,766
281
$233M 0.07%
1,462,625
-368,812
282
$232M 0.06%
5,568,646
+1,508,558
283
$230M 0.06%
3,143,370
+233,814
284
$229M 0.06%
9,568,608
+1,150,946
285
$228M 0.06%
3,760,631
-1,600,624
286
$228M 0.06%
2,117,078
+53,502
287
$227M 0.06%
1,421,952
-50,278
288
$227M 0.06%
2,824,113
-77,394
289
$226M 0.06%
6,903,865
+42,406
290
$224M 0.06%
2,200,781
-57,324
291
$223M 0.06%
1,945,704
-33,575
292
$223M 0.06%
6,974,574
+2,630,971
293
$223M 0.06%
4,903,863
-3,169,640
294
$223M 0.06%
2,789,625
+739,434
295
$222M 0.06%
3,212,595
-521,607
296
$221M 0.06%
1,634,391
-429,179
297
$220M 0.06%
2,685,123
-15,197
298
$218M 0.06%
4,967,822
+119,309
299
$215M 0.06%
1,179,177
-17,272
300
$215M 0.06%
2,149,667
-54,506
10 11
12
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