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
$541B
AUM Growth
+$3.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$596M
3 +$552M
4
MET icon
MetLife
MET
+$377M
5
WMT icon
Walmart Inc
WMT
+$355M

Top Sells

1 +$1B
2 +$635M
3 +$604M
4
CSCO icon
Cisco
CSCO
+$525M
5
GS icon
Goldman Sachs
GS
+$481M

Sector Composition

1 Technology 27.89%
2 Financials 12.57%
3 Healthcare 10.45%
4 Consumer Discretionary 10.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$9.35M ﹤0.01%
915,455
+22,499
1952
$9.33M ﹤0.01%
471,739
-76,561
1953
$9.32M ﹤0.01%
989,452
-25,876
1954
$9.32M ﹤0.01%
540,072
-54,551
1955
$9.29M ﹤0.01%
79,727
+16,497
1956
$9.29M ﹤0.01%
374,466
+26,855
1957
$9.24M ﹤0.01%
221,219
+5,618
1958
$9.22M ﹤0.01%
293,967
-42,018
1959
$9.2M ﹤0.01%
135,613
+22,851
1960
$9.17M ﹤0.01%
99,347
+23,725
1961
$9.15M ﹤0.01%
315,050
-18,768
1962
$9.14M ﹤0.01%
265,639
+32,272
1963
$9.09M ﹤0.01%
70,591
-1,777
1964
$9.09M ﹤0.01%
126,980
-4,855
1965
$9.09M ﹤0.01%
946,842
-786,653
1966
$9.09M ﹤0.01%
116,062
+3,834
1967
$9.07M ﹤0.01%
48,427
-7,380
1968
$9.04M ﹤0.01%
130,573
-1,011
1969
$9.02M ﹤0.01%
42,428
+1
1970
$9.01M ﹤0.01%
221,223
-37,766
1971
$9.01M ﹤0.01%
271,318
+26,423
1972
$8.99M ﹤0.01%
315,599
-29,543
1973
$8.99M ﹤0.01%
366,836
-311,240
1974
$8.97M ﹤0.01%
207,492
+27,930
1975
$8.94M ﹤0.01%
482,165
+161,957