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
$380B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,502
New
Increased
Reduced
Closed

Top Buys

1 +$533M
2 +$318M
3 +$273M
4
EW icon
Edwards Lifesciences
EW
+$268M
5
ALLY icon
Ally Financial
ALLY
+$232M

Top Sells

1 +$1.3B
2 +$536M
3 +$339M
4
C icon
Citigroup
C
+$323M
5
SFR
Starwood Waypoint Homes
SFR
+$263M

Sector Composition

1 Technology 17.5%
2 Financials 14.73%
3 Healthcare 12.32%
4 Consumer Discretionary 9.7%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4176
$4K ﹤0.01%
345,578
+45,593
4177
$4K ﹤0.01%
1,203
-2,516
4178
$3K ﹤0.01%
+1
4179
$3K ﹤0.01%
494,334
+10,023
4180
0
4181
-16,132
4182
-15,279
4183
-13,988
4184
-8,469
4185
-10,475
4186
-23,836
4187
-44,079
4188
-8,852
4189
-862
4190
-22,955
4191
-2,931
4192
-11,020
4193
-17,301
4194
-878
4195
-12,460
4196
-495
4197
-2,640
4198
-3,343
4199
-11,569
4200
-116,890