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
1926
$8.36M ﹤0.01%
411,397
+31,019
1927
$8.29M ﹤0.01%
358,750
-38,210
1928
$8.27M ﹤0.01%
158,705
+7,676
1929
$8.27M ﹤0.01%
642,300
+20,453
1930
$8.23M ﹤0.01%
622,834
+189,633
1931
$8.21M ﹤0.01%
438,854
-18,986
1932
$8.21M ﹤0.01%
361,945
+51,471
1933
$8.2M ﹤0.01%
458,411
-64,632
1934
$8.19M ﹤0.01%
265,322
-22,453
1935
$8.15M ﹤0.01%
214,429
-312,348
1936
$8.13M ﹤0.01%
483,886
+211,731
1937
$8.13M ﹤0.01%
81,276
+3,412
1938
$8.1M ﹤0.01%
531,323
+32,982
1939
$8.1M ﹤0.01%
311,876
+785
1940
$8.09M ﹤0.01%
+659,686
1941
$8.04M ﹤0.01%
156,272
-46,839
1942
$8.04M ﹤0.01%
170,162
+4,104
1943
$8.02M ﹤0.01%
101,381
+5,586
1944
$8M ﹤0.01%
921,370
+20,751
1945
$7.98M ﹤0.01%
857,323
+51,332
1946
$7.97M ﹤0.01%
2,171,983
-399,508
1947
$7.96M ﹤0.01%
+484,284
1948
$7.92M ﹤0.01%
127,012
-50,866
1949
$7.92M ﹤0.01%
548,862
-38,910
1950
$7.9M ﹤0.01%
185,461
-8,913