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
$317B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$6.59B
2 +$5.32B
3 +$5.01B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.78B
5
JNJ icon
Johnson & Johnson
JNJ
+$4.63B

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.57%
2 Financials 13.37%
3 Healthcare 11.68%
4 Industrials 10.17%
5 Energy 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$157K ﹤0.01%
+20,494
3702
$157K ﹤0.01%
+15,405
3703
$155K ﹤0.01%
+22,159
3704
$155K ﹤0.01%
+20,764
3705
$155K ﹤0.01%
+88,611
3706
$155K ﹤0.01%
+26,947
3707
$154K ﹤0.01%
+11,791
3708
$153K ﹤0.01%
+174,317
3709
$151K ﹤0.01%
+15,370
3710
$150K ﹤0.01%
+11,205
3711
$149K ﹤0.01%
+25,055
3712
$149K ﹤0.01%
+26,681
3713
$149K ﹤0.01%
+18,728
3714
$149K ﹤0.01%
+11,005
3715
$147K ﹤0.01%
+12,306
3716
$144K ﹤0.01%
+4,649
3717
$144K ﹤0.01%
+12,000
3718
$144K ﹤0.01%
+32,919
3719
$144K ﹤0.01%
+17,572
3720
$143K ﹤0.01%
+15,812
3721
$143K ﹤0.01%
+9,219
3722
$142K ﹤0.01%
+27,238
3723
0
3724
$141K ﹤0.01%
+62,893
3725
$141K ﹤0.01%
+34,698