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
$541B
AUM Growth
+$3.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$596M
3 +$552M
4
MET icon
MetLife
MET
+$377M
5
WMT icon
Walmart Inc
WMT
+$355M

Top Sells

1 +$1B
2 +$635M
3 +$604M
4
CSCO icon
Cisco
CSCO
+$525M
5
GS icon
Goldman Sachs
GS
+$481M

Sector Composition

1 Technology 27.89%
2 Financials 12.57%
3 Healthcare 10.45%
4 Consumer Discretionary 10.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
$473K ﹤0.01%
45,921
-342
3477
$467K ﹤0.01%
28,442
-1,709
3478
$467K ﹤0.01%
154,608
3479
$466K ﹤0.01%
39,693
+4,366
3480
$465K ﹤0.01%
1,828
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3481
$465K ﹤0.01%
5,972
-2
3482
$458K ﹤0.01%
11,995
+2,163
3483
$458K ﹤0.01%
9,267
-283
3484
$458K ﹤0.01%
+9,511
3485
$458K ﹤0.01%
+57,675
3486
$458K ﹤0.01%
143,469
+4,693
3487
$457K ﹤0.01%
15,638
-5,284
3488
$457K ﹤0.01%
+18,675
3489
$457K ﹤0.01%
88,424
+9,503
3490
$456K ﹤0.01%
5,230
-1
3491
$456K ﹤0.01%
15,503
-6,504
3492
$454K ﹤0.01%
70,731
-2,947
3493
$454K ﹤0.01%
50,172
3494
$454K ﹤0.01%
154,385
-4,407
3495
$454K ﹤0.01%
206,146
+37,141
3496
$451K ﹤0.01%
92,661
-2,016
3497
$450K ﹤0.01%
3,453
+1,186
3498
$450K ﹤0.01%
+18,490
3499
$449K ﹤0.01%
11,261
+200
3500
$446K ﹤0.01%
148,565
-43,204