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
$367B
AUM Growth
+$7.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,218
New
Increased
Reduced
Closed

Top Buys

1 +$807M
2 +$330M
3 +$298M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274M
5
AAPL icon
Apple
AAPL
+$256M

Top Sells

1 +$540M
2 +$441M
3 +$371M
4
GE icon
GE Aerospace
GE
+$237M
5
LH icon
Labcorp
LH
+$210M

Sector Composition

1 Technology 15.02%
2 Financials 13.58%
3 Healthcare 12.49%
4 Industrials 10.25%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$22.6M 0.01%
651,289
-2,046
1377
$22.5M 0.01%
332,894
+300,796
1378
$22.5M 0.01%
701,924
-542
1379
$22.5M 0.01%
2,067,498
-803,152
1380
$22.4M 0.01%
1,202,756
-35,985
1381
$22.4M 0.01%
907,358
-58,943
1382
$22.4M 0.01%
426,271
-50,704
1383
$22.3M 0.01%
266,866
+18,365
1384
$22.2M 0.01%
616,626
+61,346
1385
$22.2M 0.01%
518,583
+147,552
1386
$22.2M 0.01%
313,964
+56,451
1387
$22.1M 0.01%
511,347
-211,151
1388
$22.1M 0.01%
414,087
+1,893
1389
$22.1M 0.01%
441,135
-20,496
1390
$22.1M 0.01%
177,525
+23,253
1391
$21.9M 0.01%
61,847
+13,563
1392
$21.9M 0.01%
807,804
+225,025
1393
$21.9M 0.01%
148,113
+70,611
1394
$21.9M 0.01%
79,585
-1,278
1395
$21.8M 0.01%
633,649
+259,027
1396
$21.7M 0.01%
1,290,189
-417,464
1397
$21.7M 0.01%
401,720
+18,386
1398
$21.7M 0.01%
366,547
-8,666
1399
$21.7M 0.01%
234,983
-14,986
1400
$21.7M 0.01%
362,932
-6,745