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
$336B
AUM Growth
+$18.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,202
New
Increased
Reduced
Closed

Top Buys

1 +$965M
2 +$422M
3 +$367M
4
S
Sprint Corporation
S
+$335M
5
WFC icon
Wells Fargo
WFC
+$331M

Top Sells

1 +$1.29B
2 +$897M
3 +$418M
4
XYL icon
Xylem
XYL
+$197M
5
MCO icon
Moody's
MCO
+$191M

Sector Composition

1 Technology 14.61%
2 Financials 13.48%
3 Healthcare 11.88%
4 Industrials 10.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$25.2M 0.01%
1,142,392
+112,794
1252
$25.2M 0.01%
1,261,709
-6,445
1253
$25.1M 0.01%
638,675
+15,300
1254
$25M 0.01%
1,406,389
-96,458
1255
$25M 0.01%
342,381
+37,444
1256
$24.9M 0.01%
575,563
-24,648
1257
$24.9M 0.01%
484,206
-9,121
1258
$24.9M 0.01%
1,313,578
+179,729
1259
$24.9M 0.01%
3,222
-272
1260
$24.9M 0.01%
898,516
+46,595
1261
$24.9M 0.01%
2,215,676
+140,192
1262
$24.8M 0.01%
2,836,699
+144,940
1263
$24.8M 0.01%
471,674
-31,944
1264
$24.7M 0.01%
199,996
+5,412
1265
$24.6M 0.01%
281,200
+2,283
1266
$24.6M 0.01%
209,629
+1,789
1267
$24.6M 0.01%
705,666
+78,743
1268
$24.6M 0.01%
1,894,907
+179,841
1269
$24.6M 0.01%
311,228
+42,210
1270
$24.6M 0.01%
571,269
+64,588
1271
$24.6M 0.01%
897,424
+39,690
1272
$24.5M 0.01%
2,283,398
+20,474
1273
$24.5M 0.01%
653,165
-1,540
1274
$24.5M 0.01%
714,313
+72,112
1275
$24.5M 0.01%
404,116
+2,292