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
$527B
AUM Growth
+$6.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,355
New
Increased
Reduced
Closed

Top Buys

1 +$962M
2 +$538M
3 +$470M
4
RMD icon
ResMed
RMD
+$375M
5
IP icon
International Paper
IP
+$351M

Top Sells

1 +$1.08B
2 +$738M
3 +$558M
4
AAPL icon
Apple
AAPL
+$412M
5
ABBV icon
AbbVie
ABBV
+$395M

Sector Composition

1 Technology 28.33%
2 Healthcare 11.76%
3 Financials 11.44%
4 Consumer Discretionary 9.24%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$606K ﹤0.01%
79,191
-43,797
3427
$603K ﹤0.01%
86,960
+11,456
3428
$602K ﹤0.01%
65,768
+8,753
3429
$601K ﹤0.01%
30,234
-10,029
3430
$600K ﹤0.01%
123,548
+91,525
3431
$599K ﹤0.01%
11,251
-1,886
3432
$598K ﹤0.01%
2,249
-3,178
3433
$598K ﹤0.01%
14,012
3434
$597K ﹤0.01%
5,982
+721
3435
$596K ﹤0.01%
79,572
-420
3436
$596K ﹤0.01%
+5,252
3437
$594K ﹤0.01%
+228,351
3438
$593K ﹤0.01%
82,686
+15,150
3439
$592K ﹤0.01%
106,863
-96,875
3440
$590K ﹤0.01%
20,257
3441
$590K ﹤0.01%
13,996
-667
3442
$590K ﹤0.01%
98,089
+12,400
3443
$588K ﹤0.01%
14,283
+2,385
3444
$586K ﹤0.01%
+13,882
3445
$585K ﹤0.01%
36,724
+1,856
3446
$584K ﹤0.01%
+4,996
3447
$583K ﹤0.01%
134,539
+10,208
3448
$582K ﹤0.01%
314,599
+304,428
3449
$582K ﹤0.01%
95,092
+1,145
3450
$581K ﹤0.01%
200,208
+31,075