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
$317B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$6.59B
2 +$5.32B
3 +$5.01B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.78B
5
JNJ icon
Johnson & Johnson
JNJ
+$4.63B

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.57%
2 Financials 13.37%
3 Healthcare 11.68%
4 Industrials 10.17%
5 Energy 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$26.5M 0.01%
+814,532
1177
$26.5M 0.01%
+385,092
1178
$26.4M 0.01%
+1,841,483
1179
$26.3M 0.01%
+75,395
1180
$26.2M 0.01%
+2,795,724
1181
$26.2M 0.01%
+1,037,421
1182
$26.2M 0.01%
+776,587
1183
$26.2M 0.01%
+529,190
1184
$26.2M 0.01%
+1,094,569
1185
$26.1M 0.01%
+673,614
1186
$26.1M 0.01%
+546,807
1187
$26M 0.01%
+364,293
1188
$26M 0.01%
+229,016
1189
$26M 0.01%
+951,270
1190
$26M 0.01%
+1,756,796
1191
$25.9M 0.01%
+503,618
1192
$25.9M 0.01%
+2,361,676
1193
$25.9M 0.01%
+1,132,016
1194
$25.9M 0.01%
+849,420
1195
$25.8M 0.01%
+1,531,947
1196
$25.7M 0.01%
+1,096,362
1197
$25.7M 0.01%
+1,133,516
1198
$25.7M 0.01%
+1,937,866
1199
$25.6M 0.01%
+615,681
1200
$25.6M 0.01%
+1,467,525