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
$489B
AUM Growth
+$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,438
New
Increased
Reduced
Closed

Top Buys

1 +$798M
2 +$591M
3 +$390M
4
HD icon
Home Depot
HD
+$388M
5
PAYX icon
Paychex
PAYX
+$380M

Top Sells

1 +$900M
2 +$673M
3 +$581M
4
AAPL icon
Apple
AAPL
+$378M
5
BMY icon
Bristol-Myers Squibb
BMY
+$263M

Sector Composition

1 Technology 24.38%
2 Healthcare 12.97%
3 Financials 12.5%
4 Consumer Discretionary 11.21%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$4.91M ﹤0.01%
14,052
+4,657
2452
$4.91M ﹤0.01%
48,936
+6,021
2453
$4.9M ﹤0.01%
214,153
-412
2454
$4.9M ﹤0.01%
124,195
+1
2455
$4.84M ﹤0.01%
108,798
-4,803
2456
$4.84M ﹤0.01%
160,930
-296
2457
$4.81M ﹤0.01%
65,272
+5,698
2458
$4.8M ﹤0.01%
138,865
+23,011
2459
$4.8M ﹤0.01%
265,057
-8,700
2460
$4.79M ﹤0.01%
257,843
+5,226
2461
$4.79M ﹤0.01%
185,618
-9,991
2462
$4.79M ﹤0.01%
303,251
-4,442
2463
$4.77M ﹤0.01%
94,489
+5,594
2464
$4.77M ﹤0.01%
233,913
+7,895
2465
$4.77M ﹤0.01%
169,749
-12,814
2466
$4.76M ﹤0.01%
134,916
-4,478
2467
$4.74M ﹤0.01%
1,453,890
-61,448
2468
$4.7M ﹤0.01%
64,118
+13,165
2469
$4.7M ﹤0.01%
155,608
+6,926
2470
$4.69M ﹤0.01%
141,378
-244
2471
$4.67M ﹤0.01%
73,342
-3,319
2472
$4.66M ﹤0.01%
95,223
-177
2473
$4.66M ﹤0.01%
397,024
-11,801
2474
$4.65M ﹤0.01%
232,696
+5,374
2475
$4.64M ﹤0.01%
200,238
+2,999