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
1476
$17.8M 0.01%
1,547,997
+125,385
1477
$17.8M 0.01%
272,666
+15,451
1478
$17.7M 0.01%
809,247
-1,268
1479
$17.7M 0.01%
392,711
-96,100
1480
$17.7M 0.01%
1,246,146
-526,475
1481
$17.7M 0.01%
672,944
+154,304
1482
$17.7M 0.01%
426,212
-14,942
1483
$17.6M 0.01%
591,263
-30,814
1484
$17.6M 0.01%
3,039,339
-520,378
1485
$17.6M 0.01%
168,130
-17,205
1486
$17.5M 0.01%
356,119
+159,522
1487
$17.5M 0.01%
406,836
-66,990
1488
$17.5M 0.01%
407,139
+16,397
1489
$17.5M 0.01%
807,973
-119,841
1490
$17.4M 0.01%
241,437
-68,262
1491
$17.4M 0.01%
796,955
+21,707
1492
$17.4M 0.01%
252,623
+8,154
1493
$17.3M 0.01%
3,072,965
+24,015
1494
$17.3M 0.01%
404,920
+90,330
1495
$17.2M 0.01%
456,775
-14,988
1496
$17.2M 0.01%
722,979
+7,024
1497
$17.2M 0.01%
572,891
-135,805
1498
$17.1M 0.01%
48,660
-16,116
1499
$17M 0.01%
355,576
+317,155
1500
$17M 0.01%
1,084,218
+59,143