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
2451
$3.82M ﹤0.01%
90,440
+1,795
2452
$3.81M ﹤0.01%
185,744
+38,633
2453
$3.81M ﹤0.01%
162,434
-840
2454
$3.8M ﹤0.01%
277,757
+64,593
2455
$3.8M ﹤0.01%
297,912
+380
2456
$3.78M ﹤0.01%
291,911
-100,858
2457
$3.78M ﹤0.01%
205,676
+2,646
2458
$3.78M ﹤0.01%
58,103
+8,801
2459
$3.77M ﹤0.01%
3,171,868
+496,199
2460
$3.76M ﹤0.01%
342,674
-10,648
2461
$3.76M ﹤0.01%
18,013
+2,559
2462
$3.76M ﹤0.01%
187,105
+53,400
2463
$3.76M ﹤0.01%
225,016
-61,557
2464
$3.76M ﹤0.01%
119,243
-38,834
2465
$3.75M ﹤0.01%
166,003
-22,792
2466
$3.73M ﹤0.01%
283,306
+25,799
2467
$3.73M ﹤0.01%
199,414
+58,148
2468
$3.73M ﹤0.01%
123,498
-1,338,898
2469
$3.71M ﹤0.01%
156,036
-363
2470
$3.71M ﹤0.01%
61,560
+3,089
2471
$3.7M ﹤0.01%
324,517
-971
2472
$3.7M ﹤0.01%
109,454
+19,680
2473
$3.7M ﹤0.01%
745,484
-96,118
2474
$3.69M ﹤0.01%
167,412
-50,189
2475
$3.69M ﹤0.01%
806,480
-10,555