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
$336B
AUM Growth
+$18.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,202
New
Increased
Reduced
Closed

Top Buys

1 +$965M
2 +$422M
3 +$367M
4
S
Sprint Corporation
S
+$335M
5
WFC icon
Wells Fargo
WFC
+$331M

Top Sells

1 +$1.29B
2 +$897M
3 +$418M
4
XYL icon
Xylem
XYL
+$197M
5
MCO icon
Moody's
MCO
+$191M

Sector Composition

1 Technology 14.61%
2 Financials 13.48%
3 Healthcare 11.88%
4 Industrials 10.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$6.03M ﹤0.01%
399,105
+56,880
2127
$6.01M ﹤0.01%
160,916
+4,090
2128
$6.01M ﹤0.01%
1,033,027
+20,266
2129
$6.01M ﹤0.01%
816,334
-4,661
2130
$6.01M ﹤0.01%
386,334
+18,062
2131
$5.97M ﹤0.01%
+137,996
2132
$5.96M ﹤0.01%
245,530
+106,597
2133
$5.96M ﹤0.01%
248,097
-6,499
2134
$5.95M ﹤0.01%
357,300
+42,132
2135
$5.95M ﹤0.01%
74,828
+22,020
2136
$5.95M ﹤0.01%
168,404
+11,700
2137
$5.94M ﹤0.01%
703,367
+64,471
2138
$5.93M ﹤0.01%
323,395
+43,305
2139
$5.92M ﹤0.01%
128,675
+4,797
2140
$5.91M ﹤0.01%
281,073
+78,462
2141
$5.91M ﹤0.01%
226,517
-11,163
2142
$5.9M ﹤0.01%
320,510
-65,980
2143
$5.89M ﹤0.01%
191,016
+16,889
2144
$5.89M ﹤0.01%
114,890
+3,876
2145
$5.88M ﹤0.01%
48,818
+2,216
2146
$5.87M ﹤0.01%
340,031
+34,606
2147
$5.87M ﹤0.01%
126,984
+7,316
2148
$5.86M ﹤0.01%
66,852
+10,374
2149
$5.86M ﹤0.01%
106,013
+13,339
2150
$5.86M ﹤0.01%
242,458
+120,632