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
$302B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,281
New
Increased
Reduced
Closed

Top Buys

1 +$403M
2 +$336M
3 +$265M
4
NVDA icon
NVIDIA
NVDA
+$237M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$212M

Top Sells

1 +$770M
2 +$758M
3 +$242M
4
QCOM icon
Qualcomm
QCOM
+$225M
5
T icon
AT&T
T
+$172M

Sector Composition

1 Technology 22.75%
2 Healthcare 14.88%
3 Financials 12.19%
4 Consumer Discretionary 9.48%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$487K ﹤0.01%
190,567
+20,974
3252
$486K ﹤0.01%
69,820
+455
3253
$485K ﹤0.01%
21,194
-862
3254
$484K ﹤0.01%
63,367
-6,049
3255
$483K ﹤0.01%
22,341
+13,397
3256
$483K ﹤0.01%
59,477
+26,879
3257
$483K ﹤0.01%
13,075
+4,141
3258
$481K ﹤0.01%
59,560
+7,751
3259
$480K ﹤0.01%
156,758
+8,187
3260
$480K ﹤0.01%
69,207
+9,560
3261
$480K ﹤0.01%
207,553
-11,636
3262
$480K ﹤0.01%
+9,812
3263
$480K ﹤0.01%
55,085
+14,028
3264
$478K ﹤0.01%
82,082
+180
3265
$477K ﹤0.01%
17,385
+1,260
3266
$477K ﹤0.01%
75,011
+1,278
3267
$475K ﹤0.01%
15,450
3268
$475K ﹤0.01%
419,773
+3,469
3269
$473K ﹤0.01%
67,755
-504
3270
$473K ﹤0.01%
39,844
+2,018
3271
$472K ﹤0.01%
715,707
+80,816
3272
$469K ﹤0.01%
2,431
+1,470
3273
$468K ﹤0.01%
8,588
-1,502
3274
$467K ﹤0.01%
123,516
-8,714
3275
$466K ﹤0.01%
1,456,352
-101,044