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
1301
$22.2M 0.01%
+430,772
1302
$22.2M 0.01%
+889,181
1303
$22.2M 0.01%
+651,248
1304
$22.2M 0.01%
+1,074,419
1305
$22.1M 0.01%
+470,188
1306
$22.1M 0.01%
+303,975
1307
$22.1M 0.01%
+895,209
1308
$22.1M 0.01%
+411,950
1309
$22.1M 0.01%
+1,691,706
1310
$22.1M 0.01%
+1,282,780
1311
$22M 0.01%
+1,166,726
1312
$21.9M 0.01%
+2,855,459
1313
$21.8M 0.01%
+493,556
1314
$21.8M 0.01%
+484,045
1315
$21.7M 0.01%
+154,927
1316
$21.7M 0.01%
+927,814
1317
$21.7M 0.01%
+355,195
1318
$21.6M 0.01%
+1,026,299
1319
$21.6M 0.01%
+202,257
1320
$21.6M 0.01%
+941,268
1321
$21.6M 0.01%
+265,811
1322
$21.6M 0.01%
+404,639
1323
$21.6M 0.01%
+348,077
1324
$21.6M 0.01%
+876,937
1325
$21.5M 0.01%
+1,107,088