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
$357B
AUM Growth
+$37.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,341
New
Increased
Reduced
Closed

Top Buys

1 +$280M
2 +$188M
3 +$155M
4
BRX icon
Brixmor Property Group
BRX
+$147M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$137M

Top Sells

1 +$867M
2 +$505M
3 +$418M
4
VZ icon
Verizon
VZ
+$377M
5
AAPL icon
Apple
AAPL
+$214M

Sector Composition

1 Technology 19.14%
2 Healthcare 13.51%
3 Financials 13.35%
4 Consumer Discretionary 10.48%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$4.52M ﹤0.01%
252,941
-36,800
2377
$4.51M ﹤0.01%
474,488
-3,077
2378
$4.5M ﹤0.01%
1,097,063
+199,836
2379
$4.49M ﹤0.01%
58,535
+12,858
2380
$4.49M ﹤0.01%
400,905
+5,039
2381
$4.49M ﹤0.01%
154,747
+5,637
2382
$4.48M ﹤0.01%
469,447
+5,802
2383
$4.48M ﹤0.01%
152,037
-53,860
2384
$4.48M ﹤0.01%
285,254
-2,097
2385
$4.47M ﹤0.01%
146,184
-138,501
2386
$4.46M ﹤0.01%
144,758
+3,949
2387
$4.46M ﹤0.01%
179,773
+2,950
2388
$4.45M ﹤0.01%
51,237
-1,773
2389
$4.43M ﹤0.01%
210,897
+4,473
2390
$4.42M ﹤0.01%
753,083
+2,991
2391
$4.42M ﹤0.01%
668,192
+591,053
2392
$4.41M ﹤0.01%
477,727
+99,724
2393
$4.41M ﹤0.01%
250,887
+5,375
2394
$4.39M ﹤0.01%
553,191
+10,069
2395
$4.38M ﹤0.01%
393,997
-22,276
2396
$4.38M ﹤0.01%
361,488
-11,584
2397
$4.37M ﹤0.01%
58,257
-18,409
2398
$4.37M ﹤0.01%
191,818
-3,587
2399
$4.36M ﹤0.01%
1,670,704
+9,169
2400
$4.35M ﹤0.01%
132,034
+2,005