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
$326B
AUM Growth
-$36.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,438
New
Increased
Reduced
Closed

Top Buys

1 +$603M
2 +$408M
3 +$383M
4
MRK icon
Merck
MRK
+$318M
5
PG icon
Procter & Gamble
PG
+$284M

Top Sells

1 +$1.13B
2 +$813M
3 +$694M
4
DTV
DIRECTV COM STK (DE)
DTV
+$477M
5
EBAY icon
eBay
EBAY
+$449M

Sector Composition

1 Technology 15.31%
2 Healthcare 14.03%
3 Financials 13.9%
4 Consumer Discretionary 9.79%
5 Industrials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
$146K ﹤0.01%
11,177
-747
3852
$145K ﹤0.01%
13,409
+243
3853
$145K ﹤0.01%
29,251
3854
$144K ﹤0.01%
2,982
+1,010
3855
$144K ﹤0.01%
22,733
3856
$144K ﹤0.01%
16,848
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3857
$144K ﹤0.01%
25,848
-10,147
3858
$143K ﹤0.01%
14,375
+82
3859
$143K ﹤0.01%
10,572
-556
3860
$142K ﹤0.01%
11,270
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3861
$141K ﹤0.01%
+18,816
3862
$141K ﹤0.01%
27,669
-568
3863
$141K ﹤0.01%
+10,803
3864
$140K ﹤0.01%
+13,517
3865
$137K ﹤0.01%
+13,037
3866
$137K ﹤0.01%
6,140
-265
3867
$136K ﹤0.01%
7,588
3868
$136K ﹤0.01%
157
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3869
$136K ﹤0.01%
11,541
-22,049
3870
$135K ﹤0.01%
33,493
3871
$135K ﹤0.01%
6,114
-416
3872
$135K ﹤0.01%
12,974
3873
$135K ﹤0.01%
14,923
+300
3874
$135K ﹤0.01%
63,815
-4,675
3875
$134K ﹤0.01%
13,502
+616