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
$336B
AUM Growth
+$18.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,202
New
Increased
Reduced
Closed

Top Buys

1 +$965M
2 +$422M
3 +$367M
4
S
Sprint Corporation
S
+$335M
5
WFC icon
Wells Fargo
WFC
+$331M

Top Sells

1 +$1.29B
2 +$897M
3 +$418M
4
XYL icon
Xylem
XYL
+$197M
5
MCO icon
Moody's
MCO
+$191M

Sector Composition

1 Technology 14.61%
2 Financials 13.48%
3 Healthcare 11.88%
4 Industrials 10.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$53.2M 0.02%
986,261
+52,330
827
$53.1M 0.02%
914,568
+69,223
828
$53.1M 0.02%
1,881,882
+112,667
829
$52.9M 0.02%
2,967,890
-336,693
830
$52.9M 0.02%
2,285,581
+46,191
831
$52.9M 0.02%
675,068
+42,318
832
$52.1M 0.02%
5,764,087
-2,113,318
833
$52.1M 0.02%
1,008,819
+19,666
834
$52.1M 0.02%
1,334,641
+23,449
835
$52M 0.02%
335,154
+111,097
836
$51.7M 0.02%
1,035,739
+1,918
837
$51.7M 0.02%
780,733
-11,919
838
$51.7M 0.02%
1,286,540
-10,061
839
$51.7M 0.02%
2,383,346
+343,400
840
$51.6M 0.02%
+3,409,498
841
$51.6M 0.02%
780,500
+395,408
842
$51.4M 0.02%
756,025
+14,180
843
$51.3M 0.02%
2,137,744
-458,869
844
$51.2M 0.02%
13,756,526
+193,578
845
$50.9M 0.02%
1,310,793
-449,130
846
$50.9M 0.02%
1,541,304
-24,835
847
$50.8M 0.02%
1,597,735
-726,804
848
$50.8M 0.02%
1,233,175
+49,093
849
$50.8M 0.02%
1,261,520
-28,980
850
$50.7M 0.02%
3,060,461
+99,593