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
$302B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,281
New
Increased
Reduced
Closed

Top Buys

1 +$403M
2 +$336M
3 +$265M
4
NVDA icon
NVIDIA
NVDA
+$237M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$212M

Top Sells

1 +$770M
2 +$758M
3 +$242M
4
QCOM icon
Qualcomm
QCOM
+$225M
5
T icon
AT&T
T
+$172M

Sector Composition

1 Technology 22.75%
2 Healthcare 14.88%
3 Financials 12.19%
4 Consumer Discretionary 9.48%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$2.53M ﹤0.01%
107,869
+10,537
2427
$2.53M ﹤0.01%
25,870
+2,001
2428
$2.52M ﹤0.01%
152,734
+40,118
2429
$2.52M ﹤0.01%
141,955
-6,520
2430
$2.52M ﹤0.01%
230,270
-9,291
2431
$2.51M ﹤0.01%
28,067
+3,116
2432
$2.5M ﹤0.01%
83,386
+1,905
2433
$2.5M ﹤0.01%
54,809
+15,942
2434
$2.49M ﹤0.01%
130,743
+1,099
2435
$2.49M ﹤0.01%
346,707
-6,962
2436
$2.49M ﹤0.01%
348,810
+36,561
2437
$2.48M ﹤0.01%
1,853,825
-32,151
2438
$2.47M ﹤0.01%
117,643
+41,989
2439
$2.47M ﹤0.01%
414,781
-16,508
2440
$2.46M ﹤0.01%
121,704
-5,528
2441
$2.46M ﹤0.01%
283,018
-4,718
2442
$2.46M ﹤0.01%
48,208
-9,842
2443
$2.46M ﹤0.01%
29,136
-1,678
2444
$2.46M ﹤0.01%
397,545
-24,540
2445
$2.45M ﹤0.01%
319,275
-12,279
2446
$2.45M ﹤0.01%
91,378
-13,645
2447
$2.44M ﹤0.01%
102,910
-4,001
2448
$2.44M ﹤0.01%
582,884
+28,893
2449
$2.44M ﹤0.01%
119,039
+11,012
2450
$2.42M ﹤0.01%
60,495
-670