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
$489B
AUM Growth
+$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,438
New
Increased
Reduced
Closed

Top Buys

1
+$798M
2
+$591M
3
+$390M
4
HD icon
Home Depot
HD
+$388M
5
PAYX icon
Paychex
PAYX
+$380M

Top Sells

1
+$900M
2
+$673M
3
+$581M
4
AAPL icon
Apple
AAPL
+$378M
5
BMY icon
Bristol-Myers Squibb
BMY
+$263M

Sector Composition

1 Technology 24.38%
2 Healthcare 12.97%
3 Financials 12.5%
4 Consumer Discretionary 11.21%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$301M 0.06%
8,443,426
+1,131,195
277
$299M 0.06%
1,551,035
+70,987
278
$299M 0.06%
1,229,784
+3,927
279
$299M 0.06%
15,964,129
-4,312,506
280
$297M 0.06%
1,589,060
+239,537
281
$295M 0.06%
10,383,000
+91,700
282
$294M 0.06%
3,094,922
+63,374
283
$293M 0.06%
3,468,700
+137,571
284
$292M 0.06%
17,531,044
+359,667
285
$288M 0.06%
4,677,408
+132,119
286
$286M 0.06%
7,958,154
+58,494
287
$285M 0.06%
2,009,489
+165,120
288
$284M 0.06%
1,243,464
-2,913
289
$283M 0.06%
4,634,986
+26,531
290
$282M 0.06%
679,120
+35,505
291
$281M 0.06%
1,453,974
+13,841
292
$279M 0.06%
2,000,604
+1,073,411
293
$278M 0.06%
5,870,542
+83,822
294
$277M 0.06%
1,813,666
-105,311
295
$277M 0.06%
2,863,211
+181,949
296
$277M 0.06%
2,042,711
-245,686
297
$277M 0.06%
1,639,659
-460,800
298
$275M 0.06%
4,141,892
-284,295
299
$275M 0.06%
1,417,988
+4,164
300
$274M 0.06%
6,860,421
+80,360
10 11
12
13 14