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
$489B
AUM Growth
+$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,438
New
Increased
Reduced
Closed

Top Buys

1 +$798M
2 +$591M
3 +$390M
4
HD icon
Home Depot
HD
+$388M
5
PAYX icon
Paychex
PAYX
+$380M

Top Sells

1 +$900M
2 +$673M
3 +$581M
4
AAPL icon
Apple
AAPL
+$378M
5
BMY icon
Bristol-Myers Squibb
BMY
+$263M

Sector Composition

1 Technology 24.38%
2 Healthcare 12.97%
3 Financials 12.5%
4 Consumer Discretionary 11.21%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3826
$276K ﹤0.01%
59,706
+7,239
3827
$276K ﹤0.01%
+33,096
3828
$276K ﹤0.01%
+26,858
3829
$274K ﹤0.01%
16,861
-540
3830
$273K ﹤0.01%
4,901
-102
3831
$273K ﹤0.01%
+4,826
3832
$271K ﹤0.01%
6,289
-98
3833
$271K ﹤0.01%
5,083
-5
3834
$271K ﹤0.01%
+22,884
3835
$271K ﹤0.01%
21,250
-664
3836
$271K ﹤0.01%
47,722
+31,313
3837
$268K ﹤0.01%
910
+233
3838
$267K ﹤0.01%
+8,101
3839
$267K ﹤0.01%
28,263
+1,004
3840
$266K ﹤0.01%
+557
3841
$265K ﹤0.01%
2,021
-9
3842
$265K ﹤0.01%
42,225
+24,682
3843
$264K ﹤0.01%
2,786
3844
$263K ﹤0.01%
3,738
-387
3845
$262K ﹤0.01%
+13,000
3846
$259K ﹤0.01%
22,709
-13,630
3847
$258K ﹤0.01%
3,104
-317
3848
$256K ﹤0.01%
19,440
+1,354
3849
$256K ﹤0.01%
122,727
+6,692
3850
$256K ﹤0.01%
28,859
-1,025