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
$367B
AUM Growth
+$7.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,218
New
Increased
Reduced
Closed

Top Buys

1 +$807M
2 +$330M
3 +$298M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274M
5
AAPL icon
Apple
AAPL
+$256M

Top Sells

1 +$540M
2 +$441M
3 +$371M
4
GE icon
GE Aerospace
GE
+$237M
5
LH icon
Labcorp
LH
+$210M

Sector Composition

1 Technology 15.02%
2 Financials 13.58%
3 Healthcare 12.49%
4 Industrials 10.25%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
$321K ﹤0.01%
13,800
-862
3627
$319K ﹤0.01%
10,744
+2,148
3628
$318K ﹤0.01%
+37,885
3629
$318K ﹤0.01%
25,467
-103
3630
$317K ﹤0.01%
20,281
-4,312
3631
$317K ﹤0.01%
27,351
3632
$317K ﹤0.01%
8,152
-950
3633
$317K ﹤0.01%
23,893
3634
$317K ﹤0.01%
6,200
3635
$315K ﹤0.01%
12,505
-137
3636
$313K ﹤0.01%
33,486
+765
3637
$313K ﹤0.01%
+2,966
3638
$313K ﹤0.01%
30,105
+2,499
3639
$313K ﹤0.01%
20,430
3640
$313K ﹤0.01%
34,416
-3,173
3641
$312K ﹤0.01%
42,456
-1,129
3642
$311K ﹤0.01%
6,701
-191
3643
$310K ﹤0.01%
149,822
-1,758
3644
$309K ﹤0.01%
3,400
+1,000
3645
$307K ﹤0.01%
38,051
+309
3646
$306K ﹤0.01%
3,770
+814
3647
$306K ﹤0.01%
90,213
+6,418
3648
$304K ﹤0.01%
50,215
-752
3649
$302K ﹤0.01%
5,940
-1,100
3650
$302K ﹤0.01%
41,889
-3,054