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
1926
$7.73M ﹤0.01%
+224,306
1927
$7.72M ﹤0.01%
+587,772
1928
$7.72M ﹤0.01%
+196,597
1929
$7.68M ﹤0.01%
+325,670
1930
$7.67M ﹤0.01%
+451,003
1931
$7.66M ﹤0.01%
+3,878,211
1932
$7.61M ﹤0.01%
+646,070
1933
$7.6M ﹤0.01%
+108,865
1934
$7.58M ﹤0.01%
+1,192,260
1935
$7.58M ﹤0.01%
+279,959
1936
$7.56M ﹤0.01%
+207,863
1937
$7.56M ﹤0.01%
+287,775
1938
$7.56M ﹤0.01%
+159,757
1939
$7.55M ﹤0.01%
+578,181
1940
$7.53M ﹤0.01%
+1,813,491
1941
$7.52M ﹤0.01%
+156,176
1942
$7.52M ﹤0.01%
+180,734
1943
$7.5M ﹤0.01%
+192,578
1944
$7.5M ﹤0.01%
+151,029
1945
$7.49M ﹤0.01%
+361,149
1946
$7.48M ﹤0.01%
+437,208
1947
$7.48M ﹤0.01%
+1,272,123
1948
$7.47M ﹤0.01%
+1,080,589
1949
$7.47M ﹤0.01%
+467,558
1950
$7.45M ﹤0.01%
+661,948