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
2176
$5.58M ﹤0.01%
203,095
+18,009
2177
$5.57M ﹤0.01%
153,704
+8,920
2178
$5.57M ﹤0.01%
283,941
+14,549
2179
$5.57M ﹤0.01%
191,636
-46,170
2180
$5.57M ﹤0.01%
443,930
-19,266
2181
$5.57M ﹤0.01%
393,103
+24,435
2182
$5.55M ﹤0.01%
133,742
-25,719
2183
$5.55M ﹤0.01%
270,153
+61,347
2184
$5.54M ﹤0.01%
428,595
-20,295
2185
$5.53M ﹤0.01%
174,043
+8,170
2186
$5.51M ﹤0.01%
311,070
+27,844
2187
$5.49M ﹤0.01%
220,100
+39,900
2188
$5.47M ﹤0.01%
172,465
+12,280
2189
$5.47M ﹤0.01%
471,218
-32,907
2190
$5.46M ﹤0.01%
366,044
+33,590
2191
$5.41M ﹤0.01%
10,021
-1,917
2192
$5.41M ﹤0.01%
195,638
-2,022
2193
$5.41M ﹤0.01%
448,768
+9,732
2194
$5.4M ﹤0.01%
13,595
-582
2195
$5.4M ﹤0.01%
97,252
-688
2196
$5.39M ﹤0.01%
1,061,033
-1,898,115
2197
$5.37M ﹤0.01%
+363,077
2198
$5.37M ﹤0.01%
233,449
-51,232
2199
$5.37M ﹤0.01%
91,853
+15,418
2200
$5.37M ﹤0.01%
367,805
-8,969