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
$302B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,281
New
Increased
Reduced
Closed

Top Buys

1 +$403M
2 +$336M
3 +$265M
4
NVDA icon
NVIDIA
NVDA
+$237M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$212M

Top Sells

1 +$770M
2 +$758M
3 +$242M
4
QCOM icon
Qualcomm
QCOM
+$225M
5
T icon
AT&T
T
+$172M

Sector Composition

1 Technology 22.75%
2 Healthcare 14.88%
3 Financials 12.19%
4 Consumer Discretionary 9.48%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$18.7M 0.01%
789,965
-324
1327
$18.7M 0.01%
3,262,906
-1,087,136
1328
$18.7M 0.01%
500,743
+32,975
1329
$18.7M 0.01%
841,230
+31,660
1330
$18.6M 0.01%
1,055,581
-77,419
1331
$18.6M 0.01%
1,060,709
-61,239
1332
$18.6M 0.01%
1,178,651
+38,758
1333
$18.5M 0.01%
517,095
-24,652
1334
$18.5M 0.01%
762,625
-15,691
1335
$18.5M 0.01%
3,066,095
-111,997
1336
$18.5M 0.01%
3,687,554
+413,266
1337
$18.5M 0.01%
8,796,292
+581,942
1338
$18.5M 0.01%
530,714
+32,934
1339
$18.4M 0.01%
2,360,575
-101,797
1340
$18.4M 0.01%
1,537,986
-45,502
1341
$18.4M 0.01%
627,476
-30,183
1342
$18.4M 0.01%
1,783,761
-21,001
1343
$18.3M 0.01%
2,406,133
+77,662
1344
$18.3M 0.01%
360,321
-20,363
1345
$18.2M 0.01%
1,350,758
-36,924
1346
$18.2M 0.01%
593,327
+25,547
1347
$18.2M 0.01%
700,334
-405,089
1348
$18.1M 0.01%
316,792
-19,291
1349
$18.1M 0.01%
431,823
+208,037
1350
$18.1M 0.01%
312,873
-51,323