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
$489B
AUM Growth
+$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,438
New
Increased
Reduced
Closed

Top Buys

1 +$798M
2 +$591M
3 +$390M
4
HD icon
Home Depot
HD
+$388M
5
PAYX icon
Paychex
PAYX
+$380M

Top Sells

1 +$900M
2 +$673M
3 +$581M
4
AAPL icon
Apple
AAPL
+$378M
5
BMY icon
Bristol-Myers Squibb
BMY
+$263M

Sector Composition

1 Technology 24.38%
2 Healthcare 12.97%
3 Financials 12.5%
4 Consumer Discretionary 11.21%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$7.86M ﹤0.01%
140,192
-1,455
2227
$7.85M ﹤0.01%
169,151
-2,042
2228
$7.84M ﹤0.01%
222,150
-8,016
2229
$7.84M ﹤0.01%
157,752
-21,778
2230
$7.83M ﹤0.01%
128,335
+5,589
2231
$7.81M ﹤0.01%
434,920
-27,962
2232
$7.8M ﹤0.01%
191,428
+2,586
2233
$7.78M ﹤0.01%
259,638
-4,457
2234
$7.77M ﹤0.01%
141,309
-2,855
2235
$7.76M ﹤0.01%
505,367
+3,158
2236
$7.73M ﹤0.01%
464,776
-11,327
2237
$7.73M ﹤0.01%
465,135
-155,306
2238
$7.73M ﹤0.01%
461,696
-2,250
2239
$7.73M ﹤0.01%
422,291
+33,785
2240
$7.73M ﹤0.01%
1,335,735
+32,795
2241
$7.67M ﹤0.01%
199,567
-2,718
2242
$7.67M ﹤0.01%
23,939
-2,284
2243
$7.66M ﹤0.01%
167,772
+15,010
2244
$7.65M ﹤0.01%
71,469
+34,388
2245
$7.64M ﹤0.01%
74,903
+488
2246
$7.63M ﹤0.01%
568,770
+176,450
2247
$7.62M ﹤0.01%
27,478
+1,339
2248
$7.57M ﹤0.01%
244,596
+982
2249
$7.55M ﹤0.01%
962,562
+9,165
2250
$7.51M ﹤0.01%
472,417
-3,037