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
$317B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$6.59B
2 +$5.32B
3 +$5.01B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.78B
5
JNJ icon
Johnson & Johnson
JNJ
+$4.63B

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.57%
2 Financials 13.37%
3 Healthcare 11.68%
4 Industrials 10.17%
5 Energy 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$18.5M 0.01%
+1,538,575
1427
$18.5M 0.01%
+1,122,234
1428
$18.5M 0.01%
+393,359
1429
$18.5M 0.01%
+622,077
1430
$18.5M 0.01%
+433,883
1431
$18.3M 0.01%
+617,356
1432
$18.3M 0.01%
+1,512,506
1433
$18.2M 0.01%
+588,827
1434
$18.2M 0.01%
+24,069
1435
$18.2M 0.01%
+326,082
1436
$18.1M 0.01%
+1,419,151
1437
$18.1M 0.01%
+814,612
1438
$18M 0.01%
+524,960
1439
$18M 0.01%
+1,147,178
1440
$18M 0.01%
+162,601
1441
$18M 0.01%
+200,232
1442
$17.9M 0.01%
+225,025
1443
$17.9M 0.01%
+269,018
1444
$17.9M 0.01%
+614,267
1445
$17.9M 0.01%
+623,375
1446
$17.8M 0.01%
+645,537
1447
$17.8M 0.01%
+883,915
1448
$17.8M 0.01%
+1,315,004
1449
$17.7M 0.01%
+413,957
1450
$17.7M 0.01%
+1,269,910