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
1651
$13.7M ﹤0.01%
696,562
-77,490
1652
$13.7M ﹤0.01%
228,747
-4,657
1653
$13.6M ﹤0.01%
428,297
-54,474
1654
$13.6M ﹤0.01%
449,278
-30,036
1655
$13.6M ﹤0.01%
428,730
-251,478
1656
$13.6M ﹤0.01%
308,906
-71,100
1657
$13.6M ﹤0.01%
1,205,255
+59,288
1658
$13.5M ﹤0.01%
713,085
+172,867
1659
$13.5M ﹤0.01%
810,089
+108,731
1660
$13.5M ﹤0.01%
362,684
-5,785
1661
$13.5M ﹤0.01%
182,545
-42,019
1662
$13.5M ﹤0.01%
760,604
+22,652
1663
$13.4M ﹤0.01%
480,274
-119,770
1664
$13.4M ﹤0.01%
531,698
+19,014
1665
$13.4M ﹤0.01%
1,079,253
+31,054
1666
$13.4M ﹤0.01%
293,375
-9,099
1667
$13.4M ﹤0.01%
653,395
-63,507
1668
$13.4M ﹤0.01%
239,212
-97,999
1669
$13.3M ﹤0.01%
974,069
-295,841
1670
$13.3M ﹤0.01%
629,934
-22,501
1671
$13.3M ﹤0.01%
1,831,703
+18,154
1672
$13.3M ﹤0.01%
340,552
-60,234
1673
$13.3M ﹤0.01%
148,170
+5,996
1674
$13.3M ﹤0.01%
186,402
-18,867
1675
$13.2M ﹤0.01%
574,355
-19,804