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
1851
$10.9M ﹤0.01%
319,763
+14,975
1852
$10.9M ﹤0.01%
1,084,713
-2,423
1853
$10.9M ﹤0.01%
502,795
+592
1854
$10.9M ﹤0.01%
196,402
-12,147
1855
$10.9M ﹤0.01%
453,512
+4,613
1856
$10.9M ﹤0.01%
180,574
-58,064
1857
$10.8M ﹤0.01%
373,790
-14,662
1858
$10.8M ﹤0.01%
160,185
-13,736
1859
$10.8M ﹤0.01%
240,764
+4,079
1860
$10.8M ﹤0.01%
163,776
+2,195
1861
$10.8M ﹤0.01%
1,620,542
-1,102,401
1862
$10.8M ﹤0.01%
417,017
+36,495
1863
$10.7M ﹤0.01%
441,595
+18,596
1864
$10.7M ﹤0.01%
379,282
+3,217
1865
$10.7M ﹤0.01%
+164,854
1866
$10.6M ﹤0.01%
451,755
-610,598
1867
$10.6M ﹤0.01%
126,723
+7,998
1868
$10.6M ﹤0.01%
484,471
+80,730
1869
$10.6M ﹤0.01%
391,017
+49,116
1870
$10.6M ﹤0.01%
566,328
+33,116
1871
$10.6M ﹤0.01%
1,471,322
-5,309
1872
$10.6M ﹤0.01%
166,368
+711
1873
$10.6M ﹤0.01%
942,699
+179,785
1874
$10.5M ﹤0.01%
2,070,988
-187,263
1875
$10.5M ﹤0.01%
236,651
-484