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
$527B
AUM Growth
+$6.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,355
New
Increased
Reduced
Closed

Top Buys

1 +$962M
2 +$538M
3 +$470M
4
RMD icon
ResMed
RMD
+$375M
5
IP icon
International Paper
IP
+$351M

Top Sells

1 +$1.08B
2 +$738M
3 +$558M
4
AAPL icon
Apple
AAPL
+$412M
5
ABBV icon
AbbVie
ABBV
+$395M

Sector Composition

1 Technology 28.33%
2 Healthcare 11.76%
3 Financials 11.44%
4 Consumer Discretionary 9.24%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3776
$252K ﹤0.01%
+23,557
3777
$251K ﹤0.01%
+220,477
3778
$251K ﹤0.01%
5,144
-6,015
3779
$249K ﹤0.01%
+17,209
3780
$248K ﹤0.01%
2,223
-26
3781
$248K ﹤0.01%
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3782
$247K ﹤0.01%
4,990
-1,011
3783
$247K ﹤0.01%
11,112
-1,733
3784
$247K ﹤0.01%
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3785
$246K ﹤0.01%
24,372
-15,022
3786
$245K ﹤0.01%
74,491
3787
$245K ﹤0.01%
8,628
+1,695
3788
$243K ﹤0.01%
67,787
-5,262
3789
$241K ﹤0.01%
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3790
$241K ﹤0.01%
7,214
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3791
$240K ﹤0.01%
78,758
3792
$240K ﹤0.01%
11,756
3793
$239K ﹤0.01%
1,780
+80
3794
$238K ﹤0.01%
5,980
-387
3795
$237K ﹤0.01%
13,203
-309
3796
$236K ﹤0.01%
+13,784
3797
$236K ﹤0.01%
+29,861
3798
$235K ﹤0.01%
16,029
+1,184
3799
$232K ﹤0.01%
44,992
+12,296
3800
$232K ﹤0.01%
3,705
+2