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
$302B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,281
New
Increased
Reduced
Closed

Top Buys

1 +$403M
2 +$336M
3 +$265M
4
NVDA icon
NVIDIA
NVDA
+$237M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$212M

Top Sells

1 +$770M
2 +$758M
3 +$242M
4
QCOM icon
Qualcomm
QCOM
+$225M
5
T icon
AT&T
T
+$172M

Sector Composition

1 Technology 22.75%
2 Healthcare 14.88%
3 Financials 12.19%
4 Consumer Discretionary 9.48%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$6.33M ﹤0.01%
406,360
-13,909
1952
$6.32M ﹤0.01%
512,531
-29,099
1953
$6.31M ﹤0.01%
211,715
-10,347
1954
$6.31M ﹤0.01%
716,788
+19,591
1955
$6.3M ﹤0.01%
283,501
+44,992
1956
$6.3M ﹤0.01%
114,161
+70,263
1957
$6.29M ﹤0.01%
446,165
-3,741
1958
$6.29M ﹤0.01%
21,829
+2,423
1959
$6.28M ﹤0.01%
457,738
-10,251
1960
$6.27M ﹤0.01%
479,414
-289,168
1961
$6.26M ﹤0.01%
357,044
-30,129
1962
$6.24M ﹤0.01%
325,542
-34,591
1963
$6.22M ﹤0.01%
600,559
-12,335
1964
$6.22M ﹤0.01%
216,399
+26,890
1965
$6.21M ﹤0.01%
194,222
-4,690
1966
$6.2M ﹤0.01%
345,549
-11,088
1967
$6.18M ﹤0.01%
132,447
-572
1968
$6.18M ﹤0.01%
579,559
-8,804
1969
$6.15M ﹤0.01%
992,548
+190,339
1970
$6.15M ﹤0.01%
496,775
-24,982
1971
$6.15M ﹤0.01%
322,003
+122,373
1972
$6.15M ﹤0.01%
63,852
-3,269
1973
$6.13M ﹤0.01%
565,155
+36,443
1974
$6.11M ﹤0.01%
134,560
-7,345
1975
$6.09M ﹤0.01%
266,437
-49,189