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
$317B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$6.59B
2 +$5.32B
3 +$5.01B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.78B
5
JNJ icon
Johnson & Johnson
JNJ
+$4.63B

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.57%
2 Financials 13.37%
3 Healthcare 11.68%
4 Industrials 10.17%
5 Energy 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$9.77M ﹤0.01%
+307,996
1802
$9.76M ﹤0.01%
+338,932
1803
$9.7M ﹤0.01%
+420,717
1804
$9.68M ﹤0.01%
+474,902
1805
$9.66M ﹤0.01%
+736,094
1806
$9.65M ﹤0.01%
+1,008,972
1807
$9.57M ﹤0.01%
+588,403
1808
$9.57M ﹤0.01%
+346,711
1809
$9.49M ﹤0.01%
+293,171
1810
$9.49M ﹤0.01%
+53,979
1811
$9.46M ﹤0.01%
+1,599,345
1812
$9.45M ﹤0.01%
+237,531
1813
$9.44M ﹤0.01%
+332,281
1814
$9.43M ﹤0.01%
+1,888,404
1815
$9.43M ﹤0.01%
+308,771
1816
$9.41M ﹤0.01%
+151,776
1817
$9.41M ﹤0.01%
+456,646
1818
$9.37M ﹤0.01%
+297,657
1819
$9.36M ﹤0.01%
+303,405
1820
$9.36M ﹤0.01%
+265,430
1821
$9.36M ﹤0.01%
+171,190
1822
$9.32M ﹤0.01%
+121,037
1823
$9.3M ﹤0.01%
+1,350
1824
$9.3M ﹤0.01%
+466,718
1825
$9.29M ﹤0.01%
+520,172