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
$375B
AUM Growth
+$73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,261
New
Increased
Reduced
Closed

Top Buys

1 +$1.94B
2 +$623M
3 +$552M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$482M
5
AAPL icon
Apple
AAPL
+$346M

Top Sells

1 +$478M
2 +$318M
3 +$273M
4
MRK icon
Merck
MRK
+$252M
5
JNJ icon
Johnson & Johnson
JNJ
+$242M

Sector Composition

1 Technology 24.58%
2 Healthcare 13.79%
3 Financials 11.38%
4 Consumer Discretionary 10.81%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$406K ﹤0.01%
14,044
+1,664
3452
$406K ﹤0.01%
+22,016
3453
$404K ﹤0.01%
+48,439
3454
$404K ﹤0.01%
58,722
-5,155
3455
$402K ﹤0.01%
54,856
+11,419
3456
$402K ﹤0.01%
18,540
-5,895
3457
$402K ﹤0.01%
72,605
+61,809
3458
$401K ﹤0.01%
73,490
+58,038
3459
$400K ﹤0.01%
5,564
-103
3460
$399K ﹤0.01%
13,872
-13,090
3461
$399K ﹤0.01%
+57,890
3462
$395K ﹤0.01%
68,246
+51,471
3463
$395K ﹤0.01%
258,577
+62,201
3464
$393K ﹤0.01%
6,880
+104
3465
$393K ﹤0.01%
23,454
+325
3466
$389K ﹤0.01%
20,003
+2,875
3467
$387K ﹤0.01%
33,248
+7,723
3468
$387K ﹤0.01%
49,905
+21,051
3469
$387K ﹤0.01%
83,623
+70,852
3470
$387K ﹤0.01%
207,808
-19,800
3471
$386K ﹤0.01%
28,506
+3,150
3472
$383K ﹤0.01%
3,290
-149
3473
$383K ﹤0.01%
19,298
+808
3474
$383K ﹤0.01%
2,052
+131
3475
$382K ﹤0.01%
37,026
+23,954