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
1676
$14.3M ﹤0.01%
337,882
+22,860
1677
$14.2M ﹤0.01%
376,738
-2,576
1678
$14.2M ﹤0.01%
314,706
+12,622
1679
$14.1M ﹤0.01%
202,381
-2,173
1680
$14.1M ﹤0.01%
499,405
-5,844
1681
$14.1M ﹤0.01%
519,610
-26,376
1682
$14.1M ﹤0.01%
563,812
+25,429
1683
$14.1M ﹤0.01%
429,631
-5,947
1684
$14M ﹤0.01%
296,724
-215,680
1685
$14M ﹤0.01%
306,602
-32,034
1686
$14M ﹤0.01%
399,212
-1,174
1687
$14M ﹤0.01%
409,945
-34,476
1688
$14M ﹤0.01%
766,125
-344,027
1689
$14M ﹤0.01%
2,235,496
-5,216
1690
$13.9M ﹤0.01%
21,267
+3,818
1691
$13.9M ﹤0.01%
405,204
-32,046
1692
$13.9M ﹤0.01%
189,116
+63,687
1693
$13.9M ﹤0.01%
23,169
-1,231
1694
$13.9M ﹤0.01%
221,651
+13,178
1695
$13.8M ﹤0.01%
295,393
+6,347
1696
$13.8M ﹤0.01%
329,359
+5,236
1697
$13.6M ﹤0.01%
376,146
-2,583
1698
$13.6M ﹤0.01%
462,880
-32,677
1699
$13.6M ﹤0.01%
380,130
-182,070
1700
$13.5M ﹤0.01%
283,442
-34,025