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
1551
$17.8M ﹤0.01%
331,059
+178,744
1552
$17.8M ﹤0.01%
816,384
+9,327
1553
$17.8M ﹤0.01%
1,543,289
+165,532
1554
$17.8M ﹤0.01%
573,460
-192,403
1555
$17.7M ﹤0.01%
197,740
-24,154
1556
$17.7M ﹤0.01%
763,466
+297,178
1557
$17.7M ﹤0.01%
+492,319
1558
$17.6M ﹤0.01%
1,208,309
+19,476
1559
$17.6M ﹤0.01%
424,918
+29,958
1560
$17.6M ﹤0.01%
642,533
-35,345
1561
$17.6M ﹤0.01%
669,014
-73,215
1562
$17.5M ﹤0.01%
383,877
-7,042
1563
$17.5M ﹤0.01%
+162,451
1564
$17.5M ﹤0.01%
736,102
-27,353
1565
$17.5M ﹤0.01%
418,419
-201,357
1566
$17.5M ﹤0.01%
696,040
-5,580
1567
$17.5M ﹤0.01%
540,452
-176,289
1568
$17.4M ﹤0.01%
519,141
+23,263
1569
$17.4M ﹤0.01%
588,797
+427,706
1570
$17.4M ﹤0.01%
828,958
+28,624
1571
$17.3M ﹤0.01%
490,335
+31,553
1572
$17.3M ﹤0.01%
529,842
-255,076
1573
$17.2M ﹤0.01%
350,163
-10,118
1574
$17.2M ﹤0.01%
598,411
-45,246
1575
$17.2M ﹤0.01%
261,774
-2,788