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
$538B
AUM Growth
+$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,213
New
Increased
Reduced
Closed

Top Buys

1 +$447M
2 +$365M
3 +$361M
4
V icon
Visa
V
+$347M
5
OMC icon
Omnicom Group
OMC
+$336M

Top Sells

1 +$1.34B
2 +$1.04B
3 +$928M
4
AAPL icon
Apple
AAPL
+$637M
5
LLY icon
Eli Lilly
LLY
+$534M

Sector Composition

1 Technology 27.4%
2 Financials 12.03%
3 Healthcare 11.84%
4 Consumer Discretionary 9.52%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$9.25M ﹤0.01%
303,100
-28,453
1977
$9.23M ﹤0.01%
224,839
-12,862
1978
$9.22M ﹤0.01%
587,816
-64,356
1979
$9.2M ﹤0.01%
793,753
-30,231
1980
$9.13M ﹤0.01%
72,368
+10,180
1981
$8.98M ﹤0.01%
626,421
-72,233
1982
$8.97M ﹤0.01%
171,142
+32,964
1983
$8.95M ﹤0.01%
533,978
-62,349
1984
$8.92M ﹤0.01%
254,485
-25,002
1985
$8.91M ﹤0.01%
317,669
-46,667
1986
$8.9M ﹤0.01%
311,706
-2,165
1987
$8.9M ﹤0.01%
149,427
-11,496
1988
$8.88M ﹤0.01%
966,657
-108,139
1989
$8.87M ﹤0.01%
488,953
-101,998
1990
$8.87M ﹤0.01%
157,313
-47,920
1991
$8.87M ﹤0.01%
1,274,413
+21,676
1992
$8.86M ﹤0.01%
478,039
-38,080
1993
$8.85M ﹤0.01%
390,070
-52,122
1994
$8.84M ﹤0.01%
293,646
-25,320
1995
$8.79M ﹤0.01%
483,792
-61,709
1996
$8.79M ﹤0.01%
389,198
-18,095
1997
$8.77M ﹤0.01%
42,427
-512
1998
$8.75M ﹤0.01%
208,525
-49,523
1999
$8.75M ﹤0.01%
276,231
-40,261
2000
$8.7M ﹤0.01%
43,472
-47