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
$361B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$616M
2 +$239M
3 +$200M
4
GILD icon
Gilead Sciences
GILD
+$185M
5
AMP icon
Ameriprise Financial
AMP
+$179M

Top Sells

1 +$295M
2 +$294M
3 +$241M
4
STJ
St Jude Medical
STJ
+$197M
5
SPLS
Staples Inc
SPLS
+$191M

Sector Composition

1 Technology 16.43%
2 Financials 14.45%
3 Healthcare 12.74%
4 Industrials 9.53%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
$422K ﹤0.01%
3,372
-33
3477
$421K ﹤0.01%
14,496
+449
3478
$421K ﹤0.01%
27,972
+1,184
3479
$420K ﹤0.01%
184,984
3480
$420K ﹤0.01%
+3,046
3481
$420K ﹤0.01%
6,948
+3,565
3482
$420K ﹤0.01%
151,848
+8,072
3483
$419K ﹤0.01%
23,909
-17,401
3484
$419K ﹤0.01%
61,648
-1,962
3485
$415K ﹤0.01%
58,851
+4,532
3486
$412K ﹤0.01%
13,449
-1,890
3487
$412K ﹤0.01%
53,380
+3,697
3488
$411K ﹤0.01%
15,432
-1,382
3489
$411K ﹤0.01%
41,928
+8,863
3490
$410K ﹤0.01%
44,490
+19,627
3491
$409K ﹤0.01%
19,585
-7,895
3492
$408K ﹤0.01%
7,337
+344
3493
$408K ﹤0.01%
34,037
-4,897
3494
$407K ﹤0.01%
+13,818
3495
$407K ﹤0.01%
274,916
-648
3496
$402K ﹤0.01%
40,528
+1,712
3497
$401K ﹤0.01%
29,227
+8,861
3498
$401K ﹤0.01%
15,488
+2,300
3499
$400K ﹤0.01%
24,603
+4,175
3500
$400K ﹤0.01%
21,000