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
1376
$21.2M 0.01%
502,950
+25,560
1377
$21.2M 0.01%
844,756
-17,561
1378
$21M 0.01%
742,811
-20,379
1379
$21M 0.01%
389,572
+80,380
1380
$21M 0.01%
617,337
-31,644
1381
$21M 0.01%
74,879
+1,628
1382
$21M 0.01%
976,940
-293,658
1383
$21M 0.01%
849,804
+35,192
1384
$21M 0.01%
549,458
+11,646
1385
$20.9M 0.01%
655,121
+37,765
1386
$20.9M 0.01%
4,681,043
+458,141
1387
$20.8M 0.01%
805,261
+204,535
1388
$20.8M 0.01%
692,392
+1,452
1389
$20.7M 0.01%
1,656,422
+27,997
1390
$20.7M 0.01%
555,047
+37,218
1391
$20.7M 0.01%
517,042
+12,208
1392
$20.7M 0.01%
681,540
-178,966
1393
$20.6M 0.01%
773,449
-12,338
1394
$20.6M 0.01%
715,354
+62,393
1395
$20.5M 0.01%
1,202,140
-199,934
1396
$20.5M 0.01%
524,793
+48,506
1397
$20.4M 0.01%
2,399,995
+321,304
1398
$20.4M 0.01%
606,393
+4,814
1399
$20.3M 0.01%
459,273
+2,408
1400
$20.3M 0.01%
320,625
+17,775