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
3151
$1M ﹤0.01%
445,019
+25,317
3152
$997K ﹤0.01%
37,834
-8,996
3153
$993K ﹤0.01%
+23,172
3154
$991K ﹤0.01%
49,080
-1,489
3155
$991K ﹤0.01%
+68,429
3156
$989K ﹤0.01%
31,025
+908
3157
$985K ﹤0.01%
64,793
+10,314
3158
$981K ﹤0.01%
73,560
+17,100
3159
$978K ﹤0.01%
53,364
3160
$977K ﹤0.01%
48,018
+993
3161
$976K ﹤0.01%
84,917
+13,400
3162
$969K ﹤0.01%
69,235
+4,361
3163
$966K ﹤0.01%
38,936
3164
$964K ﹤0.01%
18,105
+1,793
3165
$964K ﹤0.01%
83,200
+40,094
3166
$959K ﹤0.01%
13,494
+7,342
3167
$958K ﹤0.01%
51,623
+1,401
3168
$958K ﹤0.01%
130,615
+7,101
3169
$955K ﹤0.01%
41,174
+3,556
3170
$953K ﹤0.01%
65,134
+2,449
3171
$953K ﹤0.01%
8,663
-153,938
3172
$951K ﹤0.01%
106,052
+16,191
3173
$948K ﹤0.01%
102,493
+14,001
3174
$947K ﹤0.01%
32,748
+3,444
3175
$947K ﹤0.01%
54,383
-2,744