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
$385B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1 +$544M
2 +$444M
3 +$380M
4
MDT icon
Medtronic
MDT
+$332M
5
GILD icon
Gilead Sciences
GILD
+$289M

Top Sells

1 +$2.19B
2 +$1.01B
3 +$795M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$525M
5
AAPL icon
Apple
AAPL
+$487M

Sector Composition

1 Technology 15.83%
2 Healthcare 13.94%
3 Financials 13.08%
4 Industrials 10.33%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$57.7M 0.02%
1,645,449
+119,639
827
$57.6M 0.02%
1,175,434
+395,062
828
$57.6M 0.02%
1,243,439
+29,226
829
$57.4M 0.01%
941,517
-216,185
830
$57.4M 0.01%
2,361,196
+118,918
831
$57.3M 0.01%
2,849,414
+344,407
832
$56.9M 0.01%
693,257
+173,243
833
$56.7M 0.01%
1,376,092
-15,049
834
$56.7M 0.01%
995,586
+346,482
835
$56.6M 0.01%
919,919
+179,150
836
$56.6M 0.01%
820,331
+127,070
837
$56.5M 0.01%
1,165,476
-1,368,590
838
$56.4M 0.01%
2,090,409
+737
839
$56.4M 0.01%
1,139,395
+155,908
840
$56.3M 0.01%
400,632
+33,860
841
$56.2M 0.01%
5,362,365
-162,244
842
$56.1M 0.01%
557,934
-1,295
843
$56.1M 0.01%
2,112,880
-420,935
844
$56M 0.01%
891,320
-180,097
845
$55.9M 0.01%
809,840
+125,833
846
$55.8M 0.01%
815,337
-48,858
847
$55.7M 0.01%
768,068
-10,829
848
$55.7M 0.01%
1,188,656
+62,122
849
$55.6M 0.01%
1,114,139
+96,466
850
$55.4M 0.01%
2,103,606
+85,058