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
$476B
AUM Growth
+$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,570
New
Increased
Reduced
Closed

Top Buys

1 +$523M
2 +$257M
3 +$200M
4
NVDA icon
NVIDIA
NVDA
+$178M
5
TSM icon
TSMC
TSM
+$163M

Top Sells

1 +$1.03B
2 +$579M
3 +$289M
4
MRK icon
Merck
MRK
+$281M
5
META icon
Meta Platforms (Facebook)
META
+$274M

Sector Composition

1 Technology 26.17%
2 Healthcare 13.16%
3 Financials 11.14%
4 Consumer Discretionary 9.93%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
$182K ﹤0.01%
29,074
+184
3877
$181K ﹤0.01%
20,246
+174
3878
$168K ﹤0.01%
11,006
+449
3879
$165K ﹤0.01%
+14,251
3880
$164K ﹤0.01%
16,210
-5
3881
$163K ﹤0.01%
26,803
3882
$162K ﹤0.01%
63,227
-145,416
3883
$162K ﹤0.01%
145,621
3884
$161K ﹤0.01%
86,368
3885
$160K ﹤0.01%
11,966
-1,183
3886
$158K ﹤0.01%
36,241
-8,268
3887
$158K ﹤0.01%
17,338
3888
$158K ﹤0.01%
34,404
+11,576
3889
$156K ﹤0.01%
13,807
+594
3890
$156K ﹤0.01%
40,489
3891
$155K ﹤0.01%
35,894
-168
3892
$152K ﹤0.01%
46,564
+22,088
3893
$150K ﹤0.01%
+63,912
3894
$149K ﹤0.01%
26,480
3895
$149K ﹤0.01%
18,868
+1
3896
$148K ﹤0.01%
24,734
-3,271
3897
$146K ﹤0.01%
15,980
+2,787
3898
$146K ﹤0.01%
413,877
-327,476
3899
$143K ﹤0.01%
52,738
+37,346
3900
$143K ﹤0.01%
19,880
-22