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
2376
$3.93M ﹤0.01%
75,979
+50,680
2377
$3.92M ﹤0.01%
227,485
-100,383
2378
$3.9M ﹤0.01%
100,725
+8,429
2379
$3.89M ﹤0.01%
522,261
+41,509
2380
$3.88M ﹤0.01%
+176,875
2381
$3.88M ﹤0.01%
155,793
+12,510
2382
$3.88M ﹤0.01%
163,161
+1,156
2383
$3.87M ﹤0.01%
144,664
+3,528
2384
$3.86M ﹤0.01%
340,643
-169,350
2385
$3.85M ﹤0.01%
128,992
-3,322
2386
$3.84M ﹤0.01%
37,364
+3,710
2387
$3.84M ﹤0.01%
207,361
+18,512
2388
$3.82M ﹤0.01%
379,053
+3,597
2389
$3.82M ﹤0.01%
163,567
+12,748
2390
$3.82M ﹤0.01%
2,075,136
-177,170
2391
$3.81M ﹤0.01%
58,237
+4,014
2392
$3.8M ﹤0.01%
413,961
+43,740
2393
$3.8M ﹤0.01%
171,165
+14,995
2394
$3.8M ﹤0.01%
610,425
+20,641
2395
$3.77M ﹤0.01%
187,519
+10,676
2396
$3.77M ﹤0.01%
75,907
-22,995
2397
$3.76M ﹤0.01%
97,614
+844
2398
$3.76M ﹤0.01%
122,398
+96,478
2399
$3.76M ﹤0.01%
29,969
+12,895
2400
$3.75M ﹤0.01%
860,204
+965