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
$517B
AUM Growth
+$27.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,582
New
Increased
Reduced
Closed

Top Buys

1 +$306M
2 +$294M
3 +$251M
4
COST icon
Costco
COST
+$235M
5
LYFT icon
Lyft
LYFT
+$235M

Top Sells

1 +$727M
2 +$619M
3 +$521M
4
GS icon
Goldman Sachs
GS
+$361M
5
MSFT icon
Microsoft
MSFT
+$321M

Sector Composition

1 Technology 25.13%
2 Healthcare 13.18%
3 Financials 12.44%
4 Consumer Discretionary 10.8%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$9.32M ﹤0.01%
147,029
+39,249
2177
$9.3M ﹤0.01%
273,634
+9,730
2178
$9.3M ﹤0.01%
265,503
+42,662
2179
$9.29M ﹤0.01%
105,785
+3,359
2180
$9.29M ﹤0.01%
186,378
-21,126
2181
$9.29M ﹤0.01%
145,870
-507
2182
$9.27M ﹤0.01%
81,317
+20,239
2183
$9.27M ﹤0.01%
208,284
+2,289
2184
$9.24M ﹤0.01%
237,786
-9,750
2185
$9.23M ﹤0.01%
98,949
+27,480
2186
$9.22M ﹤0.01%
150,457
-14,932
2187
$9.21M ﹤0.01%
39,813
-707
2188
$9.19M ﹤0.01%
350,183
+50,610
2189
$9.17M ﹤0.01%
825,277
+2,382
2190
$9.12M ﹤0.01%
265,219
-4,818
2191
$9.12M ﹤0.01%
278,183
-7,118
2192
$9.11M ﹤0.01%
91,593
-1,148
2193
$9.09M ﹤0.01%
561,206
-55,793
2194
$9.06M ﹤0.01%
135,964
+4,816
2195
$9.04M ﹤0.01%
1,047,675
+13,313
2196
$9.04M ﹤0.01%
492,427
-30,827
2197
$9.03M ﹤0.01%
219,990
+7,670
2198
$9.03M ﹤0.01%
524,962
-17,913
2199
$9.02M ﹤0.01%
288,698
+13,360
2200
$9.02M ﹤0.01%
89,667
+80,508