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
1126
$34.3M 0.01%
758,143
+26,285
1127
$34.2M 0.01%
1,070,808
+3,287
1128
$34.1M 0.01%
765,119
-24,190
1129
$34M 0.01%
225,955
-1,604
1130
$33.9M 0.01%
1,696,368
-444,476
1131
$33.9M 0.01%
1,069,514
-439,264
1132
$33.9M 0.01%
995,716
+31,133
1133
$33.9M 0.01%
2,363,834
-59,699
1134
$33.8M 0.01%
647,706
-91,253
1135
$33.7M 0.01%
1,653,139
+55,035
1136
$33.7M 0.01%
613,317
+161,059
1137
$33.6M 0.01%
480,460
+26,645
1138
$33.5M 0.01%
920,098
+323,190
1139
$33.5M 0.01%
1,837,003
+584,069
1140
$33.4M 0.01%
367,566
-19,152
1141
$33.4M 0.01%
2,633,330
+85,212
1142
$33.3M 0.01%
820,046
-164,700
1143
$33.3M 0.01%
593,536
-89,615
1144
$33.3M 0.01%
296,586
+6,065
1145
$33.2M 0.01%
293,782
-5,692
1146
$33.2M 0.01%
2,543,284
+264,813
1147
$33.2M 0.01%
7,343,404
-586,634
1148
$33.2M 0.01%
2,399,884
+1,657,598
1149
$33M 0.01%
1,164,394
+857,386
1150
$33M 0.01%
1,093,220
-47,437