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
3276
$762K ﹤0.01%
45,153
+3,984
3277
$761K ﹤0.01%
102,734
-2,738
3278
$760K ﹤0.01%
54,370
-7,257
3279
$760K ﹤0.01%
15,696
+2,333
3280
$760K ﹤0.01%
291,132
-41,968
3281
$759K ﹤0.01%
+14,971
3282
$757K ﹤0.01%
417,933
+19,662
3283
$756K ﹤0.01%
46,436
+8,802
3284
$753K ﹤0.01%
28,225
3285
$750K ﹤0.01%
23,840
+826
3286
$749K ﹤0.01%
144,994
-3,346
3287
$747K ﹤0.01%
171,366
+21,138
3288
$744K ﹤0.01%
71,338
+3,161
3289
$742K ﹤0.01%
109,464
3290
$741K ﹤0.01%
5,062
-27
3291
$740K ﹤0.01%
40,956
-630
3292
$738K ﹤0.01%
55,470
+876
3293
$733K ﹤0.01%
158,789
+9,165
3294
$733K ﹤0.01%
45,401
-1,880
3295
$732K ﹤0.01%
14,263
-171
3296
$729K ﹤0.01%
5,437
+309
3297
$727K ﹤0.01%
62,345
3298
$722K ﹤0.01%
48,308
-3,412
3299
$721K ﹤0.01%
41,354
-193
3300
$718K ﹤0.01%
97,059
+3,618