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
951
$43.1M 0.01%
2,236,049
+27,842
952
$43M 0.01%
539,206
-223,581
953
$42.9M 0.01%
879,934
-13,340
954
$42.9M 0.01%
1,438,285
-49,225
955
$42.8M 0.01%
794,506
-247,687
956
$42.8M 0.01%
811,036
+100,708
957
$42.7M 0.01%
1,391,981
+19,953
958
$42.7M 0.01%
2,165,757
-629,380
959
$42.7M 0.01%
710,036
+19,543
960
$42.7M 0.01%
1,033,400
-24,310
961
$42.5M 0.01%
865,023
+143,681
962
$42.5M 0.01%
654,053
-233,294
963
$42.3M 0.01%
2,242,951
+753,217
964
$42.2M 0.01%
775,610
+37,718
965
$42.2M 0.01%
1,870,196
+24,773
966
$42.2M 0.01%
1,235,269
-14,831
967
$42.2M 0.01%
500,138
+206,541
968
$42.1M 0.01%
2,259,561
-2,815
969
$42M 0.01%
477,569
+324,877
970
$41.9M 0.01%
1,371,833
+60,493
971
$41.8M 0.01%
1,635,187
-11,100
972
$41.8M 0.01%
1,222,100
-334,774
973
$41.8M 0.01%
826,089
-1,697,930
974
$41.8M 0.01%
1,912,652
+61,732
975
$41.7M 0.01%
+1,145,534
37 38
39
40 41