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
$317B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$6.59B
2 +$5.32B
3 +$5.01B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.78B
5
JNJ icon
Johnson & Johnson
JNJ
+$4.63B

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.57%
2 Financials 13.37%
3 Healthcare 11.68%
4 Industrials 10.17%
5 Energy 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$98K ﹤0.01%
+12,434
3802
$98K ﹤0.01%
+59,814
3803
$97K ﹤0.01%
+15,294
3804
$96K ﹤0.01%
+22,745
3805
$96K ﹤0.01%
+15,635
3806
$95K ﹤0.01%
+52,409
3807
$94K ﹤0.01%
+26,354
3808
$94K ﹤0.01%
+11,065
3809
$94K ﹤0.01%
+11,296
3810
$93K ﹤0.01%
+12,346
3811
$93K ﹤0.01%
+20,870
3812
$93K ﹤0.01%
+42,382
3813
$92K ﹤0.01%
+14,107
3814
$91K ﹤0.01%
+10,938
3815
$90K ﹤0.01%
+1,831
3816
$90K ﹤0.01%
+23,686
3817
$89K ﹤0.01%
+22,178
3818
$89K ﹤0.01%
+14,500
3819
$88K ﹤0.01%
+4,558
3820
$88K ﹤0.01%
+174
3821
$88K ﹤0.01%
+33,232
3822
$88K ﹤0.01%
+2,157
3823
$88K ﹤0.01%
+42,676
3824
$87K ﹤0.01%
+83,330
3825
$86K ﹤0.01%
+27,510