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
$367B
AUM Growth
+$7.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,218
New
Increased
Reduced
Closed

Top Buys

1 +$807M
2 +$330M
3 +$298M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274M
5
AAPL icon
Apple
AAPL
+$256M

Top Sells

1 +$540M
2 +$441M
3 +$371M
4
GE icon
GE Aerospace
GE
+$237M
5
LH icon
Labcorp
LH
+$210M

Sector Composition

1 Technology 15.02%
2 Financials 13.58%
3 Healthcare 12.49%
4 Industrials 10.25%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$1.47M ﹤0.01%
360,093
+57,344
3027
$1.47M ﹤0.01%
38,301
-1,378
3028
$1.47M ﹤0.01%
62,487
+1,326
3029
$1.46M ﹤0.01%
96,432
+210
3030
$1.46M ﹤0.01%
160,571
-20,151
3031
$1.46M ﹤0.01%
96,873
+24,843
3032
$1.46M ﹤0.01%
74,257
+11,380
3033
$1.46M ﹤0.01%
+77,460
3034
$1.46M ﹤0.01%
181,996
+7,994
3035
$1.46M ﹤0.01%
852,254
-90,802
3036
$1.45M ﹤0.01%
44,928
-5,945
3037
$1.44M ﹤0.01%
29,736
-16,973
3038
$1.44M ﹤0.01%
61,101
+1,345
3039
$1.44M ﹤0.01%
172,922
+105,377
3040
$1.44M ﹤0.01%
57,285
-900
3041
$1.44M ﹤0.01%
82,793
-1,307
3042
$1.43M ﹤0.01%
132,673
+398
3043
$1.43M ﹤0.01%
237,010
-18,930
3044
$1.43M ﹤0.01%
158,218
+2,741
3045
$1.43M ﹤0.01%
99,301
+111
3046
$1.42M ﹤0.01%
37,895
+1,049
3047
$1.42M ﹤0.01%
46,176
+6,389
3048
$1.42M ﹤0.01%
255,665
+27,129
3049
$1.42M ﹤0.01%
94,656
+1,959
3050
$1.41M ﹤0.01%
108,680
+29,870