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
$385B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1 +$544M
2 +$444M
3 +$380M
4
MDT icon
Medtronic
MDT
+$332M
5
GILD icon
Gilead Sciences
GILD
+$289M

Top Sells

1 +$2.19B
2 +$1.01B
3 +$795M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$525M
5
AAPL icon
Apple
AAPL
+$487M

Sector Composition

1 Technology 15.83%
2 Healthcare 13.94%
3 Financials 13.08%
4 Industrials 10.33%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$4.67M ﹤0.01%
375,339
-16,441
2352
$4.66M ﹤0.01%
405,900
+38,274
2353
$4.65M ﹤0.01%
30,268
+942
2354
$4.65M ﹤0.01%
224,001
2355
$4.64M ﹤0.01%
150,254
+4,540
2356
$4.64M ﹤0.01%
299,836
+17,484
2357
$4.62M ﹤0.01%
225,669
+74,240
2358
$4.58M ﹤0.01%
59,709
+3,466
2359
$4.57M ﹤0.01%
360,574
-85,768
2360
$4.54M ﹤0.01%
167,887
+40,355
2361
$4.53M ﹤0.01%
1,018,852
+63,326
2362
$4.51M ﹤0.01%
616,700
-8,245
2363
$4.5M ﹤0.01%
121,156
+34,540
2364
$4.5M ﹤0.01%
65,727
+1,791
2365
$4.5M ﹤0.01%
279,541
+72,151
2366
$4.48M ﹤0.01%
254,668
+47,335
2367
$4.48M ﹤0.01%
11,489
-74
2368
$4.48M ﹤0.01%
143,221
+52,895
2369
$4.47M ﹤0.01%
402,594
+7,179
2370
$4.46M ﹤0.01%
100,858
+42,527
2371
$4.45M ﹤0.01%
49,058
+16,962
2372
$4.44M ﹤0.01%
287,504
-2,635
2373
$4.43M ﹤0.01%
204,674
-63,864
2374
$4.42M ﹤0.01%
799,164
+44,172
2375
$4.41M ﹤0.01%
287,392
+41,051