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
$367B
AUM Growth
+$7.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,218
New
Increased
Reduced
Closed

Top Buys

1 +$807M
2 +$330M
3 +$298M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274M
5
AAPL icon
Apple
AAPL
+$256M

Top Sells

1 +$540M
2 +$441M
3 +$371M
4
GE icon
GE Aerospace
GE
+$237M
5
LH icon
Labcorp
LH
+$210M

Sector Composition

1 Technology 15.02%
2 Financials 13.58%
3 Healthcare 12.49%
4 Industrials 10.25%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$6.48M ﹤0.01%
200,808
+29,380
2177
$6.44M ﹤0.01%
540,797
+99,779
2178
$6.4M ﹤0.01%
220,010
-42,381
2179
$6.38M ﹤0.01%
157,110
+14,108
2180
$6.38M ﹤0.01%
558,563
+6,808
2181
$6.36M ﹤0.01%
484,723
-29,932
2182
$6.33M ﹤0.01%
523,757
+28,911
2183
$6.33M ﹤0.01%
349,890
+32,077
2184
$6.32M ﹤0.01%
512,652
+92,971
2185
$6.3M ﹤0.01%
101,947
+1,935
2186
$6.29M ﹤0.01%
208,112
+48,077
2187
$6.27M ﹤0.01%
214,112
+39,681
2188
$6.26M ﹤0.01%
328,315
+8,925
2189
$6.26M ﹤0.01%
14,593
+1,085
2190
$6.25M ﹤0.01%
229,608
+4,963
2191
$6.25M ﹤0.01%
1,167,176
-253,013
2192
$6.23M ﹤0.01%
98,712
+12,853
2193
$6.23M ﹤0.01%
185,371
-11,702
2194
$6.22M ﹤0.01%
100,000
2195
$6.22M ﹤0.01%
470,897
-20,196
2196
$6.2M ﹤0.01%
373,815
-8,250
2197
$6.2M ﹤0.01%
317,479
-23,637
2198
$6.19M ﹤0.01%
197,007
-9,277
2199
$6.19M ﹤0.01%
689,542
+54,990
2200
$6.19M ﹤0.01%
1,223,784
+158,712