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
1951
$7.42M ﹤0.01%
+857,517
1952
$7.42M ﹤0.01%
+380,378
1953
$7.42M ﹤0.01%
+171,980
1954
$7.38M ﹤0.01%
+373,475
1955
$7.37M ﹤0.01%
+553,392
1956
$7.36M ﹤0.01%
+234,052
1957
$7.36M ﹤0.01%
+226,431
1958
$7.35M ﹤0.01%
+831,381
1959
$7.34M ﹤0.01%
+1,108,433
1960
$7.33M ﹤0.01%
+85,263
1961
$7.33M ﹤0.01%
+255,072
1962
$7.31M ﹤0.01%
+1,032,612
1963
$7.31M ﹤0.01%
+402,703
1964
$7.3M ﹤0.01%
+159,818
1965
$7.29M ﹤0.01%
+283,514
1966
$7.28M ﹤0.01%
+670,181
1967
$7.26M ﹤0.01%
+11,938
1968
$7.26M ﹤0.01%
+334,906
1969
$7.23M ﹤0.01%
+268,895
1970
$7.22M ﹤0.01%
+970,439
1971
$7.22M ﹤0.01%
+516,655
1972
$7.21M ﹤0.01%
+156,826
1973
$7.21M ﹤0.01%
+334,254
1974
$7.2M ﹤0.01%
+146,896
1975
$7.17M ﹤0.01%
+172,282