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
2426
$3.64M ﹤0.01%
265,333
+11,502
2427
$3.63M ﹤0.01%
184,305
-3,660
2428
$3.62M ﹤0.01%
231,864
+8,471
2429
$3.62M ﹤0.01%
296,274
+17,190
2430
$3.61M ﹤0.01%
82,004
+8,282
2431
$3.6M ﹤0.01%
171,633
-29,824
2432
$3.6M ﹤0.01%
480,874
+28,271
2433
$3.6M ﹤0.01%
297,346
+14,301
2434
$3.6M ﹤0.01%
284,305
-6,365
2435
$3.59M ﹤0.01%
394,505
-189,513
2436
$3.58M ﹤0.01%
511,316
-135,130
2437
$3.57M ﹤0.01%
249,594
-129,759
2438
$3.57M ﹤0.01%
314,422
+5,593
2439
$3.56M ﹤0.01%
160,949
-5,380
2440
$3.56M ﹤0.01%
261,642
-1,157,509
2441
$3.56M ﹤0.01%
264,324
+21,168
2442
$3.56M ﹤0.01%
157,430
+7,696
2443
$3.55M ﹤0.01%
58,448
+32,244
2444
$3.55M ﹤0.01%
160,010
+2,672
2445
$3.54M ﹤0.01%
339,730
+28,241
2446
$3.53M ﹤0.01%
248,564
+9,020
2447
$3.52M ﹤0.01%
216,179
+132,092
2448
$3.51M ﹤0.01%
888,704
+70,843
2449
$3.49M ﹤0.01%
57,002
+7,885
2450
$3.48M ﹤0.01%
137,336
+6,574