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
1326
$22.9M 0.01%
467,063
+7,946
1327
$22.9M 0.01%
527,016
+10,619
1328
$22.8M 0.01%
225,463
-21,473
1329
$22.8M 0.01%
888,031
-392,320
1330
$22.8M 0.01%
889,694
+12,757
1331
$22.8M 0.01%
518,210
+245,434
1332
$22.7M 0.01%
2,894,100
+38,641
1333
$22.7M 0.01%
864,255
+106,802
1334
$22.6M 0.01%
3,668,346
+2,855,134
1335
$22.6M 0.01%
1,030,188
-1,969
1336
$22.6M 0.01%
1,795,539
+103,833
1337
$22.6M 0.01%
3,785,187
+148,479
1338
$22.5M 0.01%
1,279,341
-3,439
1339
$22.4M 0.01%
5,885,470
-360,487
1340
$22.4M 0.01%
619,685
+25,869
1341
$22.4M 0.01%
1,086,343
-40,567
1342
$22.4M 0.01%
637,723
+22,291
1343
$22.4M 0.01%
666,905
+96,131
1344
$22.3M 0.01%
459,363
-1,048
1345
$22.3M 0.01%
759,689
+9,769
1346
$22.3M 0.01%
2,794,362
+213,219
1347
$22.3M 0.01%
980,509
-198,721
1348
$22.3M 0.01%
640,016
-88,064
1349
$22.2M 0.01%
385,682
+132
1350
$22.2M 0.01%
657,326
+68,499