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
$363B
AUM Growth
-$21.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,376
New
Increased
Reduced
Closed

Top Buys

1
+$700M
2
+$267M
3
+$250M
4
AMZN icon
Amazon
AMZN
+$187M
5
CTSH icon
Cognizant
CTSH
+$159M

Top Sells

1
+$663M
2
+$425M
3
+$367M
4
BCOM
B Communications Ltd
BCOM
+$305M
5
MSFT icon
Microsoft
MSFT
+$295M

Sector Composition

1 Technology 15.72%
2 Healthcare 14.52%
3 Financials 13.87%
4 Industrials 9.96%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$44M 0.01%
816,282
+10,901
977
$43.9M 0.01%
1,825,974
-330,834
978
$43.9M 0.01%
1,132,655
+13,109
979
$43.8M 0.01%
667,078
+50,595
980
$43.8M 0.01%
1,132,526
+85,463
981
$43.8M 0.01%
1,331,284
+26,084
982
$43.7M 0.01%
1,258,665
-604,443
983
$43.4M 0.01%
2,142,135
+45,242
984
$43.4M 0.01%
1,473,766
+146,637
985
$43.4M 0.01%
40,729
+15,586
986
$43.1M 0.01%
606,310
+111,009
987
$43.1M 0.01%
3,363,760
+190,615
988
$43M 0.01%
898,016
+7,101
989
$43M 0.01%
3,296,490
+180,910
990
$42.9M 0.01%
627,774
+7,173
991
$42.9M 0.01%
2,261,256
+18,923
992
$42.6M 0.01%
1,431,963
+421,906
993
$42.6M 0.01%
117,502
+1,965
994
$42.5M 0.01%
921,907
+272,055
995
$42.5M 0.01%
524,345
+22,125
996
$42.3M 0.01%
1,011,208
-155,856
997
$42.3M 0.01%
2,286,338
+97,670
998
$42.3M 0.01%
555,007
+18,369
999
$42.2M 0.01%
+724,691
1000
$42.2M 0.01%
1,729,181
+917,754
38 39
40
41 42