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
$489B
AUM Growth
+$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,438
New
Increased
Reduced
Closed

Top Buys

1
+$798M
2
+$591M
3
+$390M
4
HD icon
Home Depot
HD
+$388M
5
PAYX icon
Paychex
PAYX
+$380M

Top Sells

1
+$900M
2
+$673M
3
+$581M
4
AAPL icon
Apple
AAPL
+$378M
5
BMY icon
Bristol-Myers Squibb
BMY
+$263M

Sector Composition

1 Technology 24.38%
2 Healthcare 12.97%
3 Financials 12.5%
4 Consumer Discretionary 11.21%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$68.4M 0.01%
429,167
+81,151
902
$68.3M 0.01%
1,355,771
-57,234
903
$68.3M 0.01%
1,582,816
-33,343
904
$68.2M 0.01%
1,465,228
-772,223
905
$68.2M 0.01%
2,864,261
-65,547
906
$68.1M 0.01%
834,130
-37,946
907
$67.9M 0.01%
1,408,172
-1,867
908
$67.9M 0.01%
322,276
-20,185
909
$67.8M 0.01%
1,625,499
-4,896
910
$67.8M 0.01%
539,876
+37,356
911
$67.7M 0.01%
1,249,224
-214,287
912
$67.6M 0.01%
2,993,521
-117,264
913
$67.5M 0.01%
838,637
+106,595
914
$67.4M 0.01%
3,382,095
-15,830
915
$67.3M 0.01%
1,015,636
-21,435
916
$67.3M 0.01%
1,073,735
-264
917
$67.2M 0.01%
891,406
+40,622
918
$67.2M 0.01%
1,218,405
-94,768
919
$67.2M 0.01%
2,721,003
-632,531
920
$67.1M 0.01%
1,394,885
-72,475
921
$67M 0.01%
555,104
-6,936
922
$66.8M 0.01%
448,069
-17,004
923
$66.7M 0.01%
812,712
+77,614
924
$66.6M 0.01%
2,129,225
+48,215
925
$66.4M 0.01%
1,189,883
+10,255
35 36
37
38 39