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
+$9.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,392
New
Increased
Reduced
Closed

Top Buys

1 +$657M
2 +$471M
3 +$419M
4
ICL icon
ICL Group
ICL
+$271M
5
CTVA icon
Corteva
CTVA
+$163M

Top Sells

1 +$293M
2 +$280M
3 +$279M
4
CSCO icon
Cisco
CSCO
+$274M
5
AAPL icon
Apple
AAPL
+$246M

Sector Composition

1 Technology 19.26%
2 Financials 13.83%
3 Healthcare 13.07%
4 Consumer Discretionary 10.19%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$204K ﹤0.01%
3,867
-318
3752
$204K ﹤0.01%
10,330
-16,876
3753
$203K ﹤0.01%
37,743
3754
$202K ﹤0.01%
+3,431
3755
$200K ﹤0.01%
2,847
-3,426
3756
$200K ﹤0.01%
16,184
-43,085
3757
$199K ﹤0.01%
38,307
-52,905
3758
$198K ﹤0.01%
+1,130
3759
$196K ﹤0.01%
96,131
+2,688
3760
$194K ﹤0.01%
3,886
+2,912
3761
$194K ﹤0.01%
54,245
-2,657
3762
$193K ﹤0.01%
23,090
-3,398
3763
$192K ﹤0.01%
3,485
-4,266
3764
$189K ﹤0.01%
42,393
3765
$187K ﹤0.01%
29,655
+7,926
3766
$183K ﹤0.01%
5,213
+4,346
3767
$181K ﹤0.01%
5,951
+3,784
3768
$180K ﹤0.01%
+21,286
3769
$179K ﹤0.01%
10,525
+125
3770
$179K ﹤0.01%
14,330
+1,072
3771
$176K ﹤0.01%
13,600
+2,000
3772
$176K ﹤0.01%
+12,009
3773
$175K ﹤0.01%
16,799
-222
3774
$175K ﹤0.01%
27,225
+715
3775
$175K ﹤0.01%
13,086
-41