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
$380B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,502
New
Increased
Reduced
Closed

Top Buys

1
+$533M
2
+$318M
3
+$273M
4
EW icon
Edwards Lifesciences
EW
+$268M
5
ALLY icon
Ally Financial
ALLY
+$232M

Top Sells

1
+$1.3B
2
+$536M
3
+$339M
4
C icon
Citigroup
C
+$323M
5
SFR
Starwood Waypoint Homes
SFR
+$263M

Sector Composition

1 Technology 17.5%
2 Financials 14.73%
3 Healthcare 12.32%
4 Consumer Discretionary 9.7%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$55.4M 0.01%
849,015
+15,152
952
$55.4M 0.01%
12,814,069
-1,474,285
953
$55.3M 0.01%
833,553
-28,815
954
$55.3M 0.01%
810,229
-84,619
955
$55M 0.01%
791,989
-669
956
$55M 0.01%
909,602
-138,154
957
$55M 0.01%
258,662
+17,658
958
$54.9M 0.01%
1,256,567
-128,615
959
$54.7M 0.01%
1,038,209
-37,800
960
$54.7M 0.01%
947,388
-233,039
961
$54.5M 0.01%
2,553,788
-23,273
962
$54.4M 0.01%
830,965
+25,535
963
$54.4M 0.01%
826,993
+152,391
964
$54.1M 0.01%
907,005
-28,150
965
$54.1M 0.01%
416,293
-42,035
966
$54.1M 0.01%
1,244,007
-44,921
967
$53.9M 0.01%
2,890,364
+321,288
968
$53.9M 0.01%
3,902,273
+178,395
969
$53.8M 0.01%
3,320,738
-65,447
970
$53.8M 0.01%
3,751,320
-191,836
971
$53.7M 0.01%
701,359
-33,917
972
$53.6M 0.01%
398,254
+45,594
973
$53.6M 0.01%
1,000,110
+28,213
974
$53.5M 0.01%
9,262,450
-3,310,400
975
$53.5M 0.01%
1,032,428
-11,613
37 38
39
40 41