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
$361B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$616M
2 +$239M
3 +$200M
4
GILD icon
Gilead Sciences
GILD
+$185M
5
AMP icon
Ameriprise Financial
AMP
+$179M

Top Sells

1 +$295M
2 +$294M
3 +$241M
4
STJ
St Jude Medical
STJ
+$197M
5
SPLS
Staples Inc
SPLS
+$191M

Sector Composition

1 Technology 16.43%
2 Financials 14.45%
3 Healthcare 12.74%
4 Industrials 9.53%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$38.4M 0.01%
1,224,277
+26,982
1127
$38.4M 0.01%
+2,289,825
1128
$38.4M 0.01%
1,983,911
+96,330
1129
$38.3M 0.01%
558,267
+22,789
1130
$38.3M 0.01%
2,602,909
+172,927
1131
$38.3M 0.01%
1,288,245
-3,336
1132
$38.2M 0.01%
1,155,509
+54,098
1133
$38.2M 0.01%
1,139,539
+443,708
1134
$38.1M 0.01%
518,469
+44,772
1135
$37.9M 0.01%
515,054
+13,682
1136
$37.8M 0.01%
1,190,151
+285,369
1137
$37.8M 0.01%
1,817,798
-123,932
1138
$37.8M 0.01%
1,091,839
+43,445
1139
$37.8M 0.01%
286,897
+36,368
1140
$37.7M 0.01%
470,859
+143,192
1141
$37.6M 0.01%
1,108,727
+63,076
1142
$37.6M 0.01%
2,761,913
+65,727
1143
$37.6M 0.01%
803,605
+186,600
1144
$37.5M 0.01%
737,187
+474,699
1145
$37.5M 0.01%
1,246,966
+98,174
1146
$37.4M 0.01%
734,249
+20,063
1147
$37.4M 0.01%
658,385
+10,520
1148
$37.4M 0.01%
1,022,749
+29,566
1149
$37.4M 0.01%
233,193
+1,515
1150
$37.2M 0.01%
4,551,260
+66,800