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
3051
$1.2M ﹤0.01%
85,463
+1,510
3052
$1.2M ﹤0.01%
95,584
-25,593
3053
$1.2M ﹤0.01%
629,477
-369,337
3054
$1.2M ﹤0.01%
50,255
+38,658
3055
$1.2M ﹤0.01%
612,535
+60,039
3056
$1.19M ﹤0.01%
109,503
+6,567
3057
$1.19M ﹤0.01%
89,883
+2,801
3058
$1.18M ﹤0.01%
47,292
+1,831
3059
$1.18M ﹤0.01%
37,248
-11,766
3060
$1.18M ﹤0.01%
58,161
+1,849
3061
$1.18M ﹤0.01%
229,520
-24,427
3062
$1.18M ﹤0.01%
599,044
-12,273
3063
$1.18M ﹤0.01%
129,727
+6,217
3064
$1.18M ﹤0.01%
104,367
+6,355
3065
$1.18M ﹤0.01%
504,031
+26,216
3066
$1.17M ﹤0.01%
67,416
+12,300
3067
$1.17M ﹤0.01%
59,788
+6,733
3068
$1.17M ﹤0.01%
46,714
+3,918
3069
$1.16M ﹤0.01%
136,038
+6,696
3070
$1.16M ﹤0.01%
52,207
+5,430
3071
$1.16M ﹤0.01%
216,527
-8,787
3072
$1.16M ﹤0.01%
79,597
+4,942
3073
$1.16M ﹤0.01%
61,114
+1,961
3074
$1.16M ﹤0.01%
69,360
+2,432
3075
$1.16M ﹤0.01%
49,815
+1