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
$457B
AUM Growth
+$19.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,556
New
Increased
Reduced
Closed

Top Buys

1 +$465M
2 +$330M
3 +$287M
4
RACE icon
Ferrari
RACE
+$268M
5
COST icon
Costco
COST
+$266M

Top Sells

1 +$958M
2 +$656M
3 +$618M
4
GE icon
GE Aerospace
GE
+$305M
5
UNH icon
UnitedHealth
UNH
+$279M

Sector Composition

1 Technology 24.47%
2 Healthcare 13.56%
3 Financials 11.45%
4 Consumer Discretionary 9.53%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
$80.4K ﹤0.01%
10,380
+1
3952
$79.5K ﹤0.01%
45,438
+24,327
3953
$79.4K ﹤0.01%
+11,672
3954
$79.2K ﹤0.01%
13,492
-25,607
3955
$79K ﹤0.01%
34,796
3956
$78.9K ﹤0.01%
+4,359
3957
$78.4K ﹤0.01%
28,421
+13,422
3958
$77.9K ﹤0.01%
3,313
3959
$76.8K ﹤0.01%
+28,336
3960
$76K ﹤0.01%
21,287
3961
$75.9K ﹤0.01%
13,309
3962
$75.8K ﹤0.01%
10,510
-1
3963
$75.6K ﹤0.01%
37,915
3964
$75.3K ﹤0.01%
+35,868
3965
$75.1K ﹤0.01%
5
3966
$73.6K ﹤0.01%
3,624
3967
$73.4K ﹤0.01%
8,736
-2,341
3968
$73.4K ﹤0.01%
7,706
3969
$73.4K ﹤0.01%
7,773
-333
3970
$73.3K ﹤0.01%
12,748
+1
3971
$72.2K ﹤0.01%
19,303
3972
$71.5K ﹤0.01%
17,782
3973
$70.7K ﹤0.01%
12,293
3974
$70.6K ﹤0.01%
4,482
3975
$70.4K ﹤0.01%
34,693