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
851
$74.4M 0.01%
1,212,065
-49,510
852
$74.1M 0.01%
2,569,767
+56,255
853
$74.1M 0.01%
1,771,911
+10,761
854
$73.9M 0.01%
1,558,315
-84,240
855
$73.6M 0.01%
3,854,560
-436,978
856
$73.4M 0.01%
268,443
+9,782
857
$73.4M 0.01%
1,017,471
-3,873
858
$73.3M 0.01%
5,505,784
+18,405
859
$73.1M 0.01%
1,432,057
+93,959
860
$73.1M 0.01%
619,621
-31,715
861
$73M 0.01%
414,342
-38,365
862
$72.8M 0.01%
2,955,126
+637,605
863
$72.7M 0.01%
433,130
+236,740
864
$72.6M 0.01%
501,890
-2,969
865
$72.6M 0.01%
410,403
+14,704
866
$72.6M 0.01%
364,003
+13,760
867
$72.6M 0.01%
678,391
+10,375
868
$72.5M 0.01%
1,002,400
+5,992
869
$72.4M 0.01%
489,301
-1,773,816
870
$72.4M 0.01%
1,482,516
+20,865
871
$72.3M 0.01%
667,939
+10,464
872
$72.2M 0.01%
493,131
+2,256
873
$72M 0.01%
3,272,487
-64,518
874
$71.9M 0.01%
376,059
+1,124
875
$71.9M 0.01%
763,805
-6,175
33 34
35
36 37