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
1426
$19.4M 0.01%
348,187
-5,763
1427
$19.4M 0.01%
1,609,945
-156,976
1428
$19.4M 0.01%
153,683
-1,244
1429
$19.4M 0.01%
577,541
-51,177
1430
$19.3M 0.01%
413,822
+46,951
1431
$19.2M 0.01%
867,096
+26,257
1432
$19M 0.01%
690,832
-90,300
1433
$19M 0.01%
694,000
-15,000
1434
$19M 0.01%
673,957
+111,892
1435
$19M 0.01%
373,522
-14,211
1436
$18.9M 0.01%
329,686
+6,389
1437
$18.9M 0.01%
762,847
+9,371
1438
$18.9M 0.01%
1,510,930
-983,536
1439
$18.8M 0.01%
3,131,496
+356,288
1440
$18.8M 0.01%
273,036
-44,255
1441
$18.8M 0.01%
717,656
-31,623
1442
$18.7M 0.01%
174,299
-27,958
1443
$18.7M 0.01%
381,184
+13,089
1444
$18.7M 0.01%
607,004
-62,486
1445
$18.6M 0.01%
167,731
-35,863
1446
$18.6M 0.01%
374,863
+6,622
1447
$18.6M 0.01%
614,564
-121,834
1448
$18.5M 0.01%
190,685
-9,547
1449
$18.5M 0.01%
438,286
+107,873
1450
$18.4M 0.01%
210,912
-8,721