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
$512B
AUM Growth
-$4.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,627
New
Increased
Reduced
Closed

Top Buys

1 +$677M
2 +$508M
3 +$271M
4
TSLA icon
Tesla
TSLA
+$260M
5
VB icon
Vanguard Small-Cap ETF
VB
+$257M

Top Sells

1 +$644M
2 +$365M
3 +$335M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$267M
5
BABA icon
Alibaba
BABA
+$263M

Sector Composition

1 Technology 25.35%
2 Healthcare 13.34%
3 Financials 12.47%
4 Consumer Discretionary 10.66%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4051
$212K ﹤0.01%
+765
4052
$212K ﹤0.01%
7,315
-239
4053
$212K ﹤0.01%
6,251
+51
4054
$211K ﹤0.01%
29,677
-407
4055
$211K ﹤0.01%
27,310
4056
$210K ﹤0.01%
3,141
4057
$209K ﹤0.01%
11,772
+200
4058
$209K ﹤0.01%
4,572
4059
$209K ﹤0.01%
+18,157
4060
$208K ﹤0.01%
+11,832
4061
$208K ﹤0.01%
502
+256
4062
$207K ﹤0.01%
42,429
-485
4063
$207K ﹤0.01%
19,949
+6,010
4064
$206K ﹤0.01%
20,636
4065
$205K ﹤0.01%
3,340
4066
$205K ﹤0.01%
19,720
-148
4067
$205K ﹤0.01%
29,090
4068
$205K ﹤0.01%
4,217
4069
$204K ﹤0.01%
3,061
+1
4070
$204K ﹤0.01%
1,380
-1,722
4071
$204K ﹤0.01%
3,091
4072
$203K ﹤0.01%
2,069
-1
4073
$201K ﹤0.01%
+4,483
4074
$200K ﹤0.01%
49,884
+11,600
4075
$199K ﹤0.01%
+10,281