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
2226
$5.13M ﹤0.01%
83,469
-2,037
2227
$5.13M ﹤0.01%
207,352
+55,034
2228
$5.12M ﹤0.01%
218,100
+7,528
2229
$5.12M ﹤0.01%
276,808
-114,417
2230
$5.11M ﹤0.01%
415,700
-65,484
2231
$5.11M ﹤0.01%
244,079
+14,965
2232
$5.11M ﹤0.01%
264,376
+16,647
2233
$5.1M ﹤0.01%
449,688
+107,846
2234
$5.09M ﹤0.01%
1,170,334
-211,705
2235
$5.08M ﹤0.01%
362,476
-23,687
2236
$5.07M ﹤0.01%
166,898
-50,159
2237
$5.07M ﹤0.01%
219,168
+20,269
2238
$5.06M ﹤0.01%
294,232
-66,017
2239
$5.05M ﹤0.01%
147,729
+17,227
2240
$5.04M ﹤0.01%
185,593
+10,323
2241
$5.04M ﹤0.01%
425,006
-2,219
2242
$5.03M ﹤0.01%
276,454
-119,442
2243
$5.03M ﹤0.01%
267,208
-3,221
2244
$5M ﹤0.01%
136,157
-1,872
2245
$5M ﹤0.01%
294,978
+8,837
2246
$5M ﹤0.01%
135,427
-348,618
2247
$4.99M ﹤0.01%
270,461
+2,695
2248
$4.99M ﹤0.01%
6,531
+1,360
2249
$4.99M ﹤0.01%
671,080
-245,807
2250
$4.97M ﹤0.01%
289,643
+2,334