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
$512B
AUM Growth
-$4.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,627
New
Increased
Reduced
Closed

Top Buys

1 +$677M
2 +$508M
3 +$271M
4
TSLA icon
Tesla
TSLA
+$260M
5
VB icon
Vanguard Small-Cap ETF
VB
+$257M

Top Sells

1 +$644M
2 +$365M
3 +$335M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$267M
5
BABA icon
Alibaba
BABA
+$263M

Sector Composition

1 Technology 25.35%
2 Healthcare 13.34%
3 Financials 12.47%
4 Consumer Discretionary 10.66%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$881K ﹤0.01%
33,156
+2,513
3427
$881K ﹤0.01%
30,470
-231
3428
$878K ﹤0.01%
24,616
+745
3429
$876K ﹤0.01%
19,615
+930
3430
$875K ﹤0.01%
8,116
+2,016
3431
$867K ﹤0.01%
55,016
+7,606
3432
$867K ﹤0.01%
+2,931
3433
$867K ﹤0.01%
65,805
+6,354
3434
$866K ﹤0.01%
107,938
+9,643
3435
$865K ﹤0.01%
42,610
-465
3436
$863K ﹤0.01%
+41,813
3437
$863K ﹤0.01%
118,646
-599
3438
$863K ﹤0.01%
32,087
+6,222
3439
$862K ﹤0.01%
13,386
-345
3440
$860K ﹤0.01%
5,453
+2,857
3441
$859K ﹤0.01%
159,699
-100,622
3442
$858K ﹤0.01%
26,593
-219
3443
$858K ﹤0.01%
39,747
+1,438
3444
$857K ﹤0.01%
66,978
+4,997
3445
$854K ﹤0.01%
300,811
-265
3446
$854K ﹤0.01%
183,398
+831
3447
$851K ﹤0.01%
80,747
+13,616
3448
$847K ﹤0.01%
60,136
+3,277
3449
$844K ﹤0.01%
14,027
+927
3450
$842K ﹤0.01%
113,980
+4,871