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
$357B
AUM Growth
+$37.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,341
New
Increased
Reduced
Closed

Top Buys

1 +$280M
2 +$188M
3 +$155M
4
BRX icon
Brixmor Property Group
BRX
+$147M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$137M

Top Sells

1 +$867M
2 +$505M
3 +$418M
4
VZ icon
Verizon
VZ
+$377M
5
AAPL icon
Apple
AAPL
+$214M

Sector Composition

1 Technology 19.14%
2 Healthcare 13.51%
3 Financials 13.35%
4 Consumer Discretionary 10.48%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$27.6M 0.01%
277,825
+4,622
1352
$27.6M 0.01%
724,916
+2,226
1353
$27.6M 0.01%
2,027,093
-32,260
1354
$27.5M 0.01%
499,954
+11,811
1355
$27.5M 0.01%
1,754,664
+19,784
1356
$27.5M 0.01%
643,994
-43,737
1357
$27.5M 0.01%
2,807,907
+60,903
1358
$27.4M 0.01%
1,444,733
+1,302,105
1359
$27.4M 0.01%
403,896
+157,122
1360
$27.4M 0.01%
543,390
-26,058
1361
$27.3M 0.01%
35,216
-2,126
1362
$27.3M 0.01%
584,886
-6,545
1363
$27.3M 0.01%
253,282
+6,570
1364
$27.3M 0.01%
1,907,402
+557,654
1365
$27.3M 0.01%
+986,243
1366
$27.1M 0.01%
590,972
+4,274
1367
$27M 0.01%
1,423,691
+60,987
1368
$26.9M 0.01%
456,948
+2,778
1369
$26.9M 0.01%
+1,965,574
1370
$26.8M 0.01%
437,041
+52,048
1371
$26.8M 0.01%
929,198
+51,328
1372
$26.8M 0.01%
2,442,215
+37,550
1373
$26.5M 0.01%
554,845
-161,183
1374
$26.5M 0.01%
409,249
-3,915
1375
$26.5M 0.01%
535,303
-33,686