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
$385B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1 +$544M
2 +$444M
3 +$380M
4
MDT icon
Medtronic
MDT
+$332M
5
GILD icon
Gilead Sciences
GILD
+$289M

Top Sells

1 +$2.19B
2 +$1.01B
3 +$795M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$525M
5
AAPL icon
Apple
AAPL
+$487M

Sector Composition

1 Technology 15.83%
2 Healthcare 13.94%
3 Financials 13.08%
4 Industrials 10.33%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$16.7M ﹤0.01%
225,719
+16,035
1627
$16.6M ﹤0.01%
311,738
-29,283
1628
$16.6M ﹤0.01%
396,529
-33,434
1629
$16.6M ﹤0.01%
350,929
-180,994
1630
$16.5M ﹤0.01%
1,031,608
-2,272,208
1631
$16.5M ﹤0.01%
1,287,277
+52,950
1632
$16.5M ﹤0.01%
58,420
+13,958
1633
$16.4M ﹤0.01%
185,474
-11,628
1634
$16.4M ﹤0.01%
583,665
-26,713
1635
$16.4M ﹤0.01%
1,393,501
+281,738
1636
$16.4M ﹤0.01%
426,011
-16,152
1637
$16.4M ﹤0.01%
1,923,840
+113,868
1638
$16.4M ﹤0.01%
297,126
+2,437
1639
$16.3M ﹤0.01%
326,752
-3,928
1640
$16.3M ﹤0.01%
600,165
+60,834
1641
$16.3M ﹤0.01%
445,543
+6,387
1642
$16.3M ﹤0.01%
153,918
-113,206
1643
$16.2M ﹤0.01%
380,740
-37,204
1644
$16.2M ﹤0.01%
619,370
-207,094
1645
$16.2M ﹤0.01%
567,561
-267,844
1646
$16.2M ﹤0.01%
272,502
+66,524
1647
$16.1M ﹤0.01%
196,562
+2,977
1648
$16.1M ﹤0.01%
780,287
+106,352
1649
$16.1M ﹤0.01%
583,411
-158,494
1650
$16.1M ﹤0.01%
881,155
+3,295