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
$367B
AUM Growth
+$7.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,218
New
Increased
Reduced
Closed

Top Buys

1 +$807M
2 +$330M
3 +$298M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274M
5
AAPL icon
Apple
AAPL
+$256M

Top Sells

1 +$540M
2 +$441M
3 +$371M
4
GE icon
GE Aerospace
GE
+$237M
5
LH icon
Labcorp
LH
+$210M

Sector Composition

1 Technology 15.02%
2 Financials 13.58%
3 Healthcare 12.49%
4 Industrials 10.25%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$4.12M ﹤0.01%
164,010
-3,327
2427
$4.11M ﹤0.01%
413,067
-104,462
2428
$4.11M ﹤0.01%
98,676
-23,189
2429
$4.09M ﹤0.01%
325,729
+17,445
2430
$4.08M ﹤0.01%
232,212
+1,711
2431
$4.05M ﹤0.01%
107,295
+6,531
2432
$4.01M ﹤0.01%
496,060
+5,200
2433
$4M ﹤0.01%
536,951
-22,984
2434
$3.95M ﹤0.01%
925,684
-108,280
2435
$3.95M ﹤0.01%
67,337
-1,310
2436
$3.94M ﹤0.01%
692,150
-8,181
2437
$3.94M ﹤0.01%
276,136
+11,329
2438
$3.91M ﹤0.01%
261,581
+3,752
2439
$3.9M ﹤0.01%
1,079,884
-4,466
2440
$3.88M ﹤0.01%
345,327
-21,173
2441
$3.88M ﹤0.01%
101,356
-2,971
2442
$3.88M ﹤0.01%
134,457
-5,818
2443
$3.87M ﹤0.01%
43,285
+10,580
2444
$3.87M ﹤0.01%
203,362
-8,306
2445
$3.85M ﹤0.01%
131,990
-3,418
2446
$3.85M ﹤0.01%
520,735
-15,974
2447
$3.85M ﹤0.01%
632,904
-8,019
2448
$3.84M ﹤0.01%
626,046
+32,390
2449
$3.82M ﹤0.01%
376,717
-9,180
2450
$3.82M ﹤0.01%
216,515
+77,886