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
3201
$1.02M ﹤0.01%
103,115
-3,065
3202
$1.02M ﹤0.01%
343,058
-20,665
3203
$1.01M ﹤0.01%
54,244
-945
3204
$1.01M ﹤0.01%
44,054
+12,609
3205
$1.01M ﹤0.01%
39,273
+3,606
3206
$1.01M ﹤0.01%
302,687
-6,217
3207
$1.01M ﹤0.01%
44,673
+8,349
3208
$1.01M ﹤0.01%
491,584
-9,708
3209
$1.01M ﹤0.01%
+36,445
3210
$1.01M ﹤0.01%
27,139
-1,031
3211
$1M ﹤0.01%
26,658
+249
3212
$1M ﹤0.01%
87,165
-22,471
3213
$1M ﹤0.01%
188,268
-10,254
3214
$1M ﹤0.01%
15,842
+3,734
3215
$1M ﹤0.01%
92,203
+308
3216
$995K ﹤0.01%
25,750
+10,326
3217
$989K ﹤0.01%
225,131
+46,944
3218
$988K ﹤0.01%
54,759
+126
3219
$987K ﹤0.01%
28,100
-12
3220
$985K ﹤0.01%
7,069
-144
3221
$984K ﹤0.01%
38,936
3222
$983K ﹤0.01%
48,921
3223
$983K ﹤0.01%
97,913
-3,986
3224
$982K ﹤0.01%
62,356
-177,853
3225
$980K ﹤0.01%
68,824
-1,315