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
$317B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$6.59B
2 +$5.32B
3 +$5.01B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.78B
5
JNJ icon
Johnson & Johnson
JNJ
+$4.63B

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.57%
2 Financials 13.37%
3 Healthcare 11.68%
4 Industrials 10.17%
5 Energy 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$6.66M ﹤0.01%
+128,583
2027
$6.64M ﹤0.01%
+301,408
2028
$6.6M ﹤0.01%
+608,589
2029
$6.59M ﹤0.01%
+715,101
2030
$6.59M ﹤0.01%
+95,795
2031
$6.59M ﹤0.01%
+110,213
2032
$6.59M ﹤0.01%
+795,488
2033
$6.58M ﹤0.01%
+395,896
2034
$6.56M ﹤0.01%
+49,357
2035
$6.56M ﹤0.01%
+217,057
2036
$6.54M ﹤0.01%
+310,474
2037
$6.53M ﹤0.01%
+311,091
2038
$6.52M ﹤0.01%
+788,826
2039
$6.52M ﹤0.01%
+271,458
2040
$6.49M ﹤0.01%
+1,321,792
2041
$6.48M ﹤0.01%
+466,447
2042
$6.43M ﹤0.01%
+2,158,517
2043
$6.43M ﹤0.01%
+219,504
2044
$6.42M ﹤0.01%
+391,225
2045
$6.39M ﹤0.01%
+28,460
2046
$6.38M ﹤0.01%
+43,490
2047
$6.38M ﹤0.01%
+171,611
2048
$6.36M ﹤0.01%
+366,030
2049
$6.35M ﹤0.01%
+327,868
2050
$6.34M ﹤0.01%
+172,052