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
$317B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$6.59B
2 +$5.32B
3 +$5.01B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.78B
5
JNJ icon
Johnson & Johnson
JNJ
+$4.63B

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.57%
2 Financials 13.37%
3 Healthcare 11.68%
4 Industrials 10.17%
5 Energy 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$1.24M ﹤0.01%
+7,397
2977
$1.24M ﹤0.01%
+184,696
2978
$1.24M ﹤0.01%
+34,238
2979
$1.24M ﹤0.01%
+227,489
2980
$1.24M ﹤0.01%
+49,414
2981
$1.23M ﹤0.01%
+82,388
2982
$1.23M ﹤0.01%
+22,883
2983
$1.23M ﹤0.01%
+275,232
2984
$1.23M ﹤0.01%
+65,021
2985
$1.23M ﹤0.01%
+237,732
2986
$1.23M ﹤0.01%
+69,992
2987
$1.22M ﹤0.01%
+25,299
2988
$1.22M ﹤0.01%
+8,898
2989
$1.22M ﹤0.01%
+52,400
2990
$1.22M ﹤0.01%
+71,514
2991
$1.21M ﹤0.01%
+82,821
2992
$1.21M ﹤0.01%
+41,106
2993
$1.21M ﹤0.01%
+263,631
2994
$1.21M ﹤0.01%
+116,933
2995
$1.21M ﹤0.01%
+113,010
2996
$1.21M ﹤0.01%
+95,966
2997
$1.21M ﹤0.01%
+298,800
2998
$1.2M ﹤0.01%
+111,798
2999
$1.2M ﹤0.01%
+333,100
3000
$1.2M ﹤0.01%
+180,605