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BNY Mellon Appreciation Fund, Inc. | DGAGXMutual Fund | |
| BNY MELLON APPRECIATION FUND, INC. | |
| Last update 2025-06-25 | 50 Stocks (2 new) |
| Value $1.99 Bil | Turnover 5 % |
BNY Mellon Appreciation Fund, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 683,540 | 151,834.7 | -6.84% | 7.640 | -0.58% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 359,300 | 134,877.6 | -12.48% | 6.790 | -1.00% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AMZN | Amazon.com Inc | 605,335 | 115,171.0 | -3.66% | 5.800 | -0.23% | 0.010 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 754,800 | 81,805.2 | +18.87% | 4.120 | +0.65% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
V | Visa Inc | 228,720 | 80,157.2 | -15.26% | 4.040 | -0.61% | 0.010 | +6.35% | +11.71% | 687,358.6 | Credit Services | |
GOOG | Alphabet Inc | 510,255 | 79,717.1 | -4.08% | 4.010 | -0.19% | 0.000 | +24.98% | +1.11% | 2,326,066.7 | Interactive Media | |
CVX | Chevron Corp | 337,635 | 56,483.0 | -10.57% | 2.840 | -0.27% | 0.020 | +10.61% | +6.01% | 305,065.2 | Oil & Gas | |
TXN | Texas Instruments Inc | 310,945 | 55,876.8 | -10.31% | 2.810 | -0.31% | 0.030 | +47.69% | +16.45% | 195,362.3 | Semiconductors | |
LSE:BA. | BAE Systems PLC | 2,611,730 | 52,612.9 | -3.15% | 2.650 | -0.06% | 0.090 | +9.03% | +63.84% | 54,538.7 | Aerospace & Defense | |
META | Meta Platforms Inc | 89,250 | 51,440.1 | New Holding | 2.590 | +2.59% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media |
BNY Mellon Appreciation Fund, Inc.'s Historical Top Holdings Breakdowns
BNY Mellon Appreciation Fund, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 2025-03-31 | New Buy New Buy | +2.59% | 576.36 ($645.17) 736.67 | $704.81 | 9.24% | New holding | 89,250 | 89,250 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -1.81% | 461.52 ($511.2) 548.18 | $285.13 | -44.22% | Reduce -56.17% | 60,220 | -77,190 | |
ETN | Eaton Corp PLC | 2025-03-31 | New Buy New Buy | +1.39% | 271.83 ($311.37) 371.23 | $372.65 | 19.68% | New holding | 101,300 | 101,300 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.00% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -12.48% | 359,300 | -51,245 | |
UNP | Union Pacific Corp | 2025-03-31 | Reduce Reduce | -0.78% | 225.21 ($240.72) 254.42 | $229.24 | -4.77% | Reduce -78.36% | 20,230 | -73,245 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.65% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Add 18.87% | 754,800 | 119,800 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -0.61% | 306.92 ($338.38) 362.71 | $351.86 | 3.98% | Reduce -15.26% | 228,720 | -41,180 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.58% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Reduce -6.84% | 683,540 | -50,150 | |
CME | CME Group Inc | 2025-03-31 | Reduce Reduce | -0.48% | 225.82 ($246.67) 266.54 | $274.64 | 11.34% | Reduce -36.63% | 77,175 | -44,605 | |
SPGI | S&P Global Inc | 2025-03-31 | Reduce Reduce | -0.43% | 478.26 ($510.97) 543.77 | $517.81 | 1.34% | Reduce -16.02% | 98,067 | -18,705 |
BNY Mellon Appreciation Fund, Inc. Total Holding History ($B)
BNY Mellon Appreciation Fund, Inc.'s Asset Allocation
BNY Mellon Appreciation Fund, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BNY Mellon Appreciation Fund, Inc.'s Hypothetical Growth since 2025-03-31
BNY Mellon Appreciation Fund, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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BNY Mellon Appreciation Fund, Inc.'s Holdings Heat Map
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BNY Mellon Appreciation Fund, Inc.'s Holdings Bubble Chart
BNY Mellon Appreciation Fund, Inc. News
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