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
1601
$14.6M ﹤0.01%
386,953
-46,930
1602
$14.6M ﹤0.01%
777,164
-78,694
1603
$14.6M ﹤0.01%
429,097
-28,082
1604
$14.5M ﹤0.01%
522,053
-1,275,442
1605
$14.5M ﹤0.01%
474,854
-359,813
1606
$14.5M ﹤0.01%
198,009
+27,585
1607
$14.5M ﹤0.01%
243,644
-45,728
1608
$14.5M ﹤0.01%
1,538,102
-34,954
1609
$14.5M ﹤0.01%
286,959
+62,653
1610
$14.4M ﹤0.01%
574,866
+117,120
1611
$14.4M ﹤0.01%
2,461,190
+117,977
1612
$14.4M ﹤0.01%
145,120
+2,291
1613
$14.4M ﹤0.01%
267,869
-19,018
1614
$14.4M ﹤0.01%
477,774
-136,493
1615
$14.3M ﹤0.01%
469,234
-10,440
1616
$14.3M ﹤0.01%
865,650
+36,274
1617
$14.3M ﹤0.01%
541,149
+6,141
1618
$14.2M ﹤0.01%
396,997
+37,344
1619
$14.1M ﹤0.01%
379,392
+19,877
1620
$14.1M ﹤0.01%
164,780
+20,595
1621
$14.1M ﹤0.01%
189,521
+8,177
1622
$14.1M ﹤0.01%
203,014
-63,108
1623
$14.1M ﹤0.01%
460,619
+48,165
1624
$14.1M ﹤0.01%
265,626
-87,070
1625
$14.1M ﹤0.01%
156,549
-2,643