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
1276
$26.5M 0.01%
810,748
+53,084
1277
$26.4M 0.01%
776,121
+122,737
1278
$26.4M 0.01%
504,692
+39,299
1279
$26.3M 0.01%
470,211
+163,414
1280
$26.2M 0.01%
912,108
+69,674
1281
$26.2M 0.01%
486,009
+18,731
1282
$26.2M 0.01%
2,131,372
+106,461
1283
$26.1M 0.01%
487,159
+46,615
1284
$26M 0.01%
529,028
+12,993
1285
$26M 0.01%
3,072,925
+51,047
1286
$26M 0.01%
779,869
+15,506
1287
$26M 0.01%
697,462
+129,278
1288
$25.9M 0.01%
801,429
-100,203
1289
$25.9M 0.01%
307,351
+7,724
1290
$25.8M 0.01%
673,654
+99,466
1291
$25.8M 0.01%
257,495
+4,797
1292
$25.8M 0.01%
478,149
+18,734
1293
$25.8M 0.01%
650,194
+378,176
1294
$25.7M 0.01%
604,632
-89,872
1295
$25.7M 0.01%
1,102,059
-50,664
1296
$25.6M 0.01%
1,837,892
-454,018
1297
$25.5M 0.01%
552,271
+10,256
1298
$25.5M 0.01%
471,138
+20,914
1299
$25.5M 0.01%
884,821
+13,145
1300
$25.5M 0.01%
600,502
+31,233