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
$385B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1 +$544M
2 +$444M
3 +$380M
4
MDT icon
Medtronic
MDT
+$332M
5
GILD icon
Gilead Sciences
GILD
+$289M

Top Sells

1 +$2.19B
2 +$1.01B
3 +$795M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$525M
5
AAPL icon
Apple
AAPL
+$487M

Sector Composition

1 Technology 15.83%
2 Healthcare 13.94%
3 Financials 13.08%
4 Industrials 10.33%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$10.1M ﹤0.01%
548,729
-46,857
1952
$10.1M ﹤0.01%
354,016
+79,738
1953
$10.1M ﹤0.01%
317,768
+12,590
1954
$10.1M ﹤0.01%
194,753
+8,216
1955
$10.1M ﹤0.01%
242,868
+2,322
1956
$10.1M ﹤0.01%
525,048
+8,604
1957
$10.1M ﹤0.01%
76,907
-32,965
1958
$10.1M ﹤0.01%
304,200
+8,220
1959
$10M ﹤0.01%
239,496
+3,205
1960
$10M ﹤0.01%
143,366
-16,619
1961
$10M ﹤0.01%
212,919
+2,637
1962
$10M ﹤0.01%
241,573
+1,610
1963
$9.96M ﹤0.01%
319,622
+64,556
1964
$9.93M ﹤0.01%
336,213
+14,557
1965
$9.83M ﹤0.01%
116,706
-374,564
1966
$9.81M ﹤0.01%
630,043
+2,770
1967
$9.79M ﹤0.01%
369,415
+3,712
1968
$9.76M ﹤0.01%
423,609
+33,977
1969
$9.75M ﹤0.01%
386,449
+12,461
1970
$9.73M ﹤0.01%
27,418
+1,245
1971
$9.69M ﹤0.01%
317,595
-8,914
1972
$9.68M ﹤0.01%
154,598
+100,511
1973
$9.68M ﹤0.01%
322,274
-1,462
1974
$9.67M ﹤0.01%
11,597
-3,502
1975
$9.56M ﹤0.01%
409,376
-2,907