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
$363B
AUM Growth
-$21.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,376
New
Increased
Reduced
Closed

Top Buys

1 +$700M
2 +$267M
3 +$250M
4
AMZN icon
Amazon
AMZN
+$187M
5
CTSH icon
Cognizant
CTSH
+$159M

Top Sells

1 +$663M
2 +$425M
3 +$367M
4
BCOM
B Communications Ltd
BCOM
+$305M
5
MSFT icon
Microsoft
MSFT
+$295M

Sector Composition

1 Technology 15.72%
2 Healthcare 14.52%
3 Financials 13.87%
4 Industrials 9.96%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3776
$203K ﹤0.01%
25,586
+183
3777
$202K ﹤0.01%
5,339
-162
3778
$199K ﹤0.01%
69,069
-148,989
3779
$198K ﹤0.01%
+4
3780
$196K ﹤0.01%
37,110
-64,634
3781
$195K ﹤0.01%
16,514
-522
3782
$195K ﹤0.01%
17,377
+897
3783
$193K ﹤0.01%
13,001
3784
$193K ﹤0.01%
27,793
+1,280
3785
$193K ﹤0.01%
638,925
-978,025
3786
$191K ﹤0.01%
18,533
+2,779
3787
$190K ﹤0.01%
14,864
+3,634
3788
$190K ﹤0.01%
7,588
+230
3789
$189K ﹤0.01%
55,740
-188,579
3790
$188K ﹤0.01%
32,457
+9,656
3791
$188K ﹤0.01%
408,591
-291,726
3792
$186K ﹤0.01%
+19,191
3793
$186K ﹤0.01%
13,166
-14,378
3794
$185K ﹤0.01%
+10,201
3795
$185K ﹤0.01%
77,107
+7,628
3796
0
3797
$185K ﹤0.01%
+10,042
3798
$183K ﹤0.01%
2,587
+337
3799
$183K ﹤0.01%
20,489
-62,736
3800
$182K ﹤0.01%
15,424
-1