Bank of New York Mellon Corp
Institutional investor · Portfolio as of Q1 2024
Top Holdings4,150 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 65.9M | $27.7B | 5.3% | $212.91 | +95.06% | 14 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 114.4M | $19.6B | 3.8% | $128.82 | +31.68% | 14 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORP | 19.1M | $17.3B | 3.3% | $19.19 | +370.49% | 14 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 67.5M | $12.2B | 2.3% | $111.73 | +61.44% | 14 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 15.4M | $7.5B | 1.4% | $264.23 | +82.69% | 14 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL A | 49.2M | $7.4B | 1.4% | $96.17 | +55.77% | 14 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL C | 46.6M | $7.1B | 1.4% | $96.80 | +56.13% | 14 qtrssince 2020-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 13.4M | $7.1B | 1.4% | $389.35 | +31.94% | 14 qtrssince 2020-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 27.9M | $5.6B | 1.1% | $111.82 | +71.61% | 14 qtrssince 2020-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 12.8M | $5.4B | 1.0% | $234.35 | +79.44% | 14 qtrssince 2020-Q4 | Decreased 0 |
ELI LILLY & CO | 6.8M | $5.3B | 1.0% | $169.37 | +351.58% | 14 qtrssince 2020-Q4 | Decreased 0 |
BROADCOM INC | 3.9M | $5.2B | 1.0% | $43.32 | +199.39% | 14 qtrssince 2020-Q4 | Decreased 0 |
MASTERCARD INC - A | 10M | $4.8B | 0.9% | $344.25 | +38.30% | 14 qtrssince 2020-Q4 | Decreased 0 |
EXXON MOBIL CORP | 36.2M | $4.2B | 0.8% | $38.79 | +180.26% | 14 qtrssince 2020-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 8M | $4B | 0.8% | $330.15 | +44.55% | 14 qtrssince 2020-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 5.3M | $3.9B | 0.7% | $382.80 | +88.73% | 14 qtrssince 2020-Q4 | Decreased 0 |
ABBVIE INC | 19.8M | $3.6B | 0.7% | $94.55 | +77.06% | 14 qtrssince 2020-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 22.1M | $3.5B | 0.7% | $136.23 | +10.04% | 14 qtrssince 2020-Q4 | Decreased 0 |
LINDE PLC | 7.4M | $3.4B | 0.7% | $339.28 | +33.80% | 5 qtrssince 2023-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 68.5M | $3.4B | 0.7% | $38.41 | +21.87% | 14 qtrssince 2020-Q4 | Increased 47 |
Bank of New York Mellon Corp manages $520.7B across 4150 positions as of Q1 2024. Top holdings: MSFT (5.3%), AAPL (3.8%), NVDA (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 113 new positions, 275 exits, 813 increased. Top move: IVV (INCREASED, conviction 51). Portfolio: $520.7B across 4150 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer