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
$383B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,373
New
Increased
Reduced
Closed

Top Buys

1 +$533M
2 +$484M
3 +$244M
4
CA
CA, Inc.
CA
+$222M
5
EL icon
Estee Lauder
EL
+$216M

Top Sells

1 +$402M
2 +$377M
3 +$363M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$359M
5
AAPL icon
Apple
AAPL
+$338M

Sector Composition

1 Technology 16.09%
2 Financials 13.85%
3 Healthcare 13.68%
4 Industrials 10.15%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
0
3727
$250K ﹤0.01%
59,834
+604
3728
$249K ﹤0.01%
10,604
+4,604
3729
$249K ﹤0.01%
45,372
-2,259
3730
$248K ﹤0.01%
+21,309
3731
$248K ﹤0.01%
9,500
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3732
$246K ﹤0.01%
24,640
-376
3733
$246K ﹤0.01%
10,869
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3734
$245K ﹤0.01%
13,244
3735
$245K ﹤0.01%
12,341
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3736
$245K ﹤0.01%
16,181
-6,892
3737
$244K ﹤0.01%
25,222
-368
3738
$244K ﹤0.01%
1,770
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3739
$240K ﹤0.01%
5,846
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3740
$240K ﹤0.01%
34,064
+18,467
3741
$240K ﹤0.01%
30,446
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3742
$239K ﹤0.01%
14,668
-350
3743
$238K ﹤0.01%
20,264
+1,091
3744
$237K ﹤0.01%
41,834
3745
$237K ﹤0.01%
7,918
-1,018
3746
$235K ﹤0.01%
2,897
+178
3747
$234K ﹤0.01%
652
-182
3748
$233K ﹤0.01%
+4,824
3749
$232K ﹤0.01%
28,585
+15,619
3750
$231K ﹤0.01%
5,700
-4,157