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
$489B
AUM Growth
+$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,438
New
Increased
Reduced
Closed

Top Buys

1 +$798M
2 +$591M
3 +$390M
4
HD icon
Home Depot
HD
+$388M
5
PAYX icon
Paychex
PAYX
+$380M

Top Sells

1 +$900M
2 +$673M
3 +$581M
4
AAPL icon
Apple
AAPL
+$378M
5
BMY icon
Bristol-Myers Squibb
BMY
+$263M

Sector Composition

1 Technology 24.38%
2 Healthcare 12.97%
3 Financials 12.5%
4 Consumer Discretionary 11.21%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$31.8M 0.01%
734,928
+5,690
1427
$31.8M 0.01%
300,914
-3,892
1428
$31.8M 0.01%
680,733
-10,889
1429
$31.7M 0.01%
537,897
+953
1430
$31.6M 0.01%
1,154,808
-50,862
1431
$31.6M 0.01%
654,649
-40,764
1432
$31.5M 0.01%
745,409
-31,667
1433
$31.5M 0.01%
868,225
+49,502
1434
$31.5M 0.01%
1,021,300
+873
1435
$31.4M 0.01%
1,416,874
+59,480
1436
$31.4M 0.01%
305,617
-63
1437
$31.3M 0.01%
961,318
-131,232
1438
$31.3M 0.01%
471,825
+36,535
1439
$31.2M 0.01%
58,836
+3,153
1440
$31.2M 0.01%
459,849
+2,001
1441
$31.1M 0.01%
303,447
-8,097
1442
$31.1M 0.01%
404,061
+5,085
1443
$31.1M 0.01%
349,577
-1,568
1444
$31.1M 0.01%
2,819,833
+933
1445
$31.1M 0.01%
3,274,971
+24,062
1446
$31M 0.01%
1,303,126
+39,230
1447
$31M 0.01%
749,960
+4,799
1448
$30.9M 0.01%
713,986
-177,158
1449
$30.8M 0.01%
1,109,522
-88,045
1450
$30.8M 0.01%
287,311
-9,219