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
$331B
AUM Growth
+$4.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,448
New
Increased
Reduced
Closed

Top Buys

1
+$3.57B
2
+$504M
3
+$290M
4
HPE icon
Hewlett Packard
HPE
+$279M
5
M icon
Macy's
M
+$267M

Top Sells

1
+$3.93B
2
+$566M
3
+$431M
4
GE icon
GE Aerospace
GE
+$404M
5
PFE icon
Pfizer
PFE
+$368M

Sector Composition

1 Technology 15.2%
2 Healthcare 14.59%
3 Financials 13.63%
4 Consumer Discretionary 9.75%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$7.79M ﹤0.01%
144,359
-24,994
1977
$7.79M ﹤0.01%
142,817
+78,812
1978
$7.78M ﹤0.01%
206,682
-16,906
1979
$7.75M ﹤0.01%
436,431
-100,772
1980
$7.67M ﹤0.01%
346,981
+54,198
1981
$7.64M ﹤0.01%
1,745,173
+1,490,975
1982
$7.63M ﹤0.01%
2,991,804
-1,140,225
1983
$7.62M ﹤0.01%
384,306
+2,887
1984
$7.57M ﹤0.01%
156,423
+9,835
1985
$7.51M ﹤0.01%
1,307,890
-180,347
1986
$7.5M ﹤0.01%
674,541
+51,890
1987
$7.5M ﹤0.01%
505,096
+113,832
1988
$7.49M ﹤0.01%
440,268
-8,994
1989
$7.46M ﹤0.01%
89,833
-892
1990
$7.45M ﹤0.01%
1,156,661
+116,434
1991
$7.44M ﹤0.01%
637,260
-39,949
1992
$7.4M ﹤0.01%
398,274
-58,180
1993
$7.39M ﹤0.01%
156,284
-433
1994
$7.39M ﹤0.01%
316,982
-36,831
1995
$7.38M ﹤0.01%
244,535
+56,451
1996
$7.34M ﹤0.01%
420,154
+68,517
1997
$7.34M ﹤0.01%
31,199
+250
1998
$7.33M ﹤0.01%
377,464
-289,300
1999
$7.33M ﹤0.01%
380,897
+18,459
2000
$7.33M ﹤0.01%
166,235
-20,830
78 79
80
81 82