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
2051
$6.33M ﹤0.01%
+270,212
2052
$6.32M ﹤0.01%
+166,058
2053
$6.31M ﹤0.01%
+230,515
2054
$6.28M ﹤0.01%
+246,098
2055
$6.26M ﹤0.01%
+134,664
2056
$6.26M ﹤0.01%
+229,467
2057
$6.26M ﹤0.01%
+252,074
2058
$6.26M ﹤0.01%
+728,540
2059
$6.26M ﹤0.01%
+386,490
2060
$6.26M ﹤0.01%
+453,135
2061
$6.23M ﹤0.01%
+237,680
2062
$6.21M ﹤0.01%
+376,774
2063
$6.16M ﹤0.01%
+71,674
2064
$6.16M ﹤0.01%
+132,556
2065
$6.15M ﹤0.01%
+295,567
2066
$6.11M ﹤0.01%
+1,382,039
2067
$6.09M ﹤0.01%
+672,991
2068
$6.09M ﹤0.01%
+31,730
2069
$6.07M ﹤0.01%
+288,969
2070
$6.06M ﹤0.01%
+536,547
2071
$6.06M ﹤0.01%
+229,790
2072
$6.05M ﹤0.01%
+190,569
2073
$6.05M ﹤0.01%
+168,999
2074
$6.03M ﹤0.01%
+201,261
2075
$6.03M ﹤0.01%
+109,642