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
$383B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,373
New
Increased
Reduced
Closed

Top Buys

1
+$533M
2
+$484M
3
+$244M
4
CA
CA, Inc.
CA
+$222M
5
EL icon
Estee Lauder
EL
+$216M

Top Sells

1
+$402M
2
+$377M
3
+$363M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$359M
5
AAPL icon
Apple
AAPL
+$338M

Sector Composition

1 Technology 16.09%
2 Financials 13.85%
3 Healthcare 13.68%
4 Industrials 10.15%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
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