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
$336B
AUM Growth
+$18.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,202
New
Increased
Reduced
Closed

Top Buys

1 +$965M
2 +$422M
3 +$367M
4
S
Sprint Corporation
S
+$335M
5
WFC icon
Wells Fargo
WFC
+$331M

Top Sells

1 +$1.29B
2 +$897M
3 +$418M
4
XYL icon
Xylem
XYL
+$197M
5
MCO icon
Moody's
MCO
+$191M

Sector Composition

1 Technology 14.61%
2 Financials 13.48%
3 Healthcare 11.88%
4 Industrials 10.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$1.32M ﹤0.01%
66,292
+4,542
3002
$1.32M ﹤0.01%
185,851
-47,447
3003
$1.31M ﹤0.01%
+73,987
3004
$1.31M ﹤0.01%
51,576
+4,421
3005
$1.31M ﹤0.01%
147,147
+7,375
3006
$1.31M ﹤0.01%
29,513
-324
3007
$1.31M ﹤0.01%
47,059
+275
3008
$1.3M ﹤0.01%
54,795
+10,334
3009
$1.3M ﹤0.01%
54,076
+1,676
3010
$1.29M ﹤0.01%
218,922
-89,935
3011
$1.28M ﹤0.01%
51,143
+999
3012
$1.28M ﹤0.01%
73,521
+2,007
3013
$1.28M ﹤0.01%
17,767
+3,462
3014
$1.27M ﹤0.01%
125,217
-6,392
3015
$1.27M ﹤0.01%
222,393
-120,571
3016
$1.27M ﹤0.01%
84,337
+36,784
3017
$1.27M ﹤0.01%
47,851
+2,245
3018
$1.27M ﹤0.01%
57,443
+4,446
3019
$1.26M ﹤0.01%
82,632
+16,383
3020
$1.26M ﹤0.01%
101,489
+43,712
3021
$1.26M ﹤0.01%
225,987
-1,502
3022
$1.26M ﹤0.01%
67,553
-757
3023
$1.26M ﹤0.01%
42,818
+8,688
3024
$1.26M ﹤0.01%
110,609
+3,237
3025
$1.26M ﹤0.01%
221,424
-263