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
$476B
AUM Growth
+$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,570
New
Increased
Reduced
Closed

Top Buys

1
+$523M
2
+$257M
3
+$200M
4
NVDA icon
NVIDIA
NVDA
+$178M
5
TSM icon
TSMC
TSM
+$163M

Top Sells

1
+$1.03B
2
+$579M
3
+$289M
4
MRK icon
Merck
MRK
+$281M
5
META icon
Meta Platforms (Facebook)
META
+$274M

Sector Composition

1 Technology 26.17%
2 Healthcare 13.16%
3 Financials 11.14%
4 Consumer Discretionary 9.93%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$215M 0.05%
2,282,871
-269,924
352
$214M 0.04%
3,011,273
-21,417
353
$212M 0.04%
1,487,428
-30,070
354
$211M 0.04%
2,052,172
-74,401
355
$209M 0.04%
2,008,719
-130,696
356
$209M 0.04%
1,105,388
-10,116
357
$209M 0.04%
2,789,121
-74,885
358
$208M 0.04%
1,368,418
-108,575
359
$208M 0.04%
6,660,113
-10,724
360
$208M 0.04%
4,648,945
-139,081
361
$206M 0.04%
5,583,992
+3,608,478
362
$205M 0.04%
461,332
-19,385
363
$204M 0.04%
938,123
+180,339
364
$204M 0.04%
1,380,111
-35,101
365
$202M 0.04%
2,914,050
-78,907
366
$201M 0.04%
2,325,229
-46,913
367
$200M 0.04%
2,640,125
+38,901
368
$200M 0.04%
3,027,169
-96,798
369
$200M 0.04%
1,825,174
-70,186
370
$197M 0.04%
1,996,789
-99,802
371
$197M 0.04%
3,488,776
-81,378
372
$195M 0.04%
678,312
+495
373
$195M 0.04%
1,168,624
+7,143
374
$194M 0.04%
2,697,911
-68,289
375
$194M 0.04%
860,149
-20,091
13 14
15
16 17