Bank OF NEW York Mellon is based out of New York. Whalewisdom has at least 34 13F filings, and 1 13G filings

2025-03-31
Top Buys (13F)
Name | % Change |
---|---|
V VISA Inc | 0.23% |
JNJ Johnson & Johnson | 0.15% |
DASH DoorDash, Inc | 0.06% |
SCHW Charles Schwab Corp | 0.05% |
WELL Welltower Inc | 0.04% |

2025-03-31
Top Sells (13F)
Name | % Change |
---|---|
NVDA NVIDIA Corp | 0.97% |
TSLA Tesla Inc | 0.63% |
AVGO Broadcom Inc | 0.52% |
MSFT Microsoft Corporatio | 0.43% |
AAPL Apple Inc | 0.36% |

2025-03-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 6.09% |
MSFT Microsoft Corporatio | 5.18% |
NVDA NVIDIA Corp | 4.78% |
AMZN Amazon.com Inc | 3.29% |
META Meta Platforms Inc | 2.32% |
All or part of BANK OF NEW YORK MELLON 13F disclosures were filed
under a combined 13F through
BANK OF NEW YORK MELLON CORP
CENTERSQUARE INVESTMENT MANAGEMENT LLC
for 2025-03-31
for 2025-03-31

2025-03-31
13F Activity
Market Value | $125b, Prior: $138b |
Inflows (Outflows) as % of Total MV | (-3.4912)% |
New Purchases | 37 stocks |
Added To | 1388 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 1527 stocks |
Top 10 Holdings % | 29.29% |
Turnover %[1] | 1.14% |
Turnover Alt %[2] | 0.46% |
Time Held Top 20 | 6.9 quarters |
Time Held Top 10 | 7.1 quarters |
Time Held All | 7.47 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2025-03-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31