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
$363B
AUM Growth
-$21.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,376
New
Increased
Reduced
Closed

Top Buys

1 +$700M
2 +$267M
3 +$250M
4
AMZN icon
Amazon
AMZN
+$187M
5
CTSH icon
Cognizant
CTSH
+$159M

Top Sells

1 +$663M
2 +$425M
3 +$367M
4
BCOM
B Communications Ltd
BCOM
+$305M
5
MSFT icon
Microsoft
MSFT
+$295M

Sector Composition

1 Technology 15.72%
2 Healthcare 14.52%
3 Financials 13.87%
4 Industrials 9.96%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$6.72M ﹤0.01%
+655,879
2177
$6.72M ﹤0.01%
301,917
+49,850
2178
$6.7M ﹤0.01%
132,356
+100,412
2179
$6.7M ﹤0.01%
144,051
+725
2180
$6.64M ﹤0.01%
143,119
+10,121
2181
$6.6M ﹤0.01%
228,348
+6,382
2182
$6.59M ﹤0.01%
241,091
+8,171
2183
$6.58M ﹤0.01%
1,006,537
+108,100
2184
$6.57M ﹤0.01%
234,513
+10,927
2185
$6.57M ﹤0.01%
289,334
-134,275
2186
$6.57M ﹤0.01%
553,686
+17,189
2187
$6.56M ﹤0.01%
305,053
-5,660
2188
$6.56M ﹤0.01%
155,349
+2,830
2189
$6.55M ﹤0.01%
375,975
+4,083
2190
$6.55M ﹤0.01%
396,939
+11,813
2191
$6.53M ﹤0.01%
343,678
+6,331
2192
$6.52M ﹤0.01%
403,785
-990
2193
$6.51M ﹤0.01%
91,138
+3,028
2194
$6.51M ﹤0.01%
122,855
+58,349
2195
$6.5M ﹤0.01%
1,807
+18
2196
$6.5M ﹤0.01%
840,737
-3,243
2197
$6.5M ﹤0.01%
182,305
+4,959
2198
$6.5M ﹤0.01%
346,849
-6,947
2199
$6.5M ﹤0.01%
88,965
+51,353
2200
$6.49M ﹤0.01%
186,917
+6,047