BM
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BNY Mellon Balanced Opportunity Fund | DBOAXMutual Fund | |
| BNY Mellon Investment Funds VI | |
| Last update 2025-07-23 | 165 Stocks (15 new) |
| Value $169.00 Mil | Turnover 15 % |
BNY Mellon Balanced Opportunit... Top Holdings of 2025-05-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 82,299 | 11,121.1 | -3.94% | 6.570 | -0.25% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
MSFT | Microsoft Corp | 16,501 | 7,596.4 | 0% | 4.490 | 0% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AMZN | Amazon.com Inc | 34,062 | 6,983.1 | -9.98% | 4.120 | -0.47% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
GOOG | Alphabet Inc | 39,257 | 6,785.6 | +1.77% | 4.010 | +0.07% | 0.000 | +19.79% | +1.69% | 2,329,886.3 | Interactive Media | |
AAPL | Apple Inc | 33,142 | 6,656.6 | 0% | 3.930 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
JPM | JPMorgan Chase & Co | 11,228 | 2,964.2 | +15.08% | 1.750 | +0.23% | 0.000 | +21.80% | +25.72% | 815,415.9 | Banks | |
BRK.B | Berkshire Hathaway Inc | 5,750 | 2,897.8 | -16.19% | 1.710 | -0.34% | 0.000 | -9.60% | +6.03% | 1,036,369.2 | Insurance | |
GS | The Goldman Sachs Group Inc | 4,554 | 2,734.4 | +160.97% | 1.610 | +0.99% | 0.000 | +32.53% | +26.85% | 220,674.0 | Capital Markets | |
HUBB | Hubbell Inc | 6,825 | 2,658.9 | -4.98% | 1.570 | -0.08% | 0.010 | +21.84% | +5.17% | 23,350.5 | Industrial Products | |
BAC | Bank of America Corp | 54,887 | 2,422.2 | +11.73% | 1.430 | +0.15% | 0.000 | +22.98% | +11.45% | 359,860.9 | Banks |
BNY Mellon Balanced Opportunity Fund's Historical Top Holdings Breakdowns
BNY Mellon Balanced Opportunity Fund'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MA | Mastercard Inc | 2025-05-31 | New Buy New Buy | +1.06% | 479.92 ($544.04) 586.41 | $563.50 | 3.58% | New holding | 3,056 | 3,056 | |
GS | The Goldman Sachs Group Inc | 2025-05-31 | Add Add | +0.99% | 462.22 ($554.25) 619.03 | $719.18 | 29.76% | Add 160.97% | 4,554 | 2,809 | |
XOM | Exxon Mobil Corp | 2025-05-31 | New Buy New Buy | +0.92% | 99.93 ($108.37) 119.04 | $110.79 | 2.23% | New holding | 15,210 | 15,210 | |
LHX | L3Harris Technologies Inc | 2025-05-31 | New Buy New Buy | +0.91% | 200.21 ($218.27) 247.9 | $273.22 | 25.18% | New holding | 6,304 | 6,304 | |
D | Dominion Energy Inc | 2025-05-31 | Sold Out Sold Out | -0.83% | 49.66 ($54.48) 58 | $58.75 | 7.84% | Sold Out | 0 | -25,044 | |
EQT | EQT Corp | 2025-05-31 | Reduce Reduce | -0.81% | 46.11 ($51.99) 56.56 | $54.03 | 3.92% | Reduce -50.25% | 28,399 | -28,688 | |
IR | Ingersoll Rand Inc | 2025-05-31 | Sold Out Sold Out | -0.74% | 66.75 ($78.69) 85.23 | $86.89 | 10.42% | Sold Out | 0 | -14,832 | |
SPY | SPDR S&P 500 ETF Trust | 2025-05-31 | Reduce Reduce | -0.67% | 496.48 ($560.2) 594.85 | $634.42 | 13.25% | Reduce -40.63% | 2,820 | -1,930 | |
INTU | Intuit Inc | 2025-05-31 | New Buy New Buy | +0.65% | 544.07 ($624.19) 757.22 | $781.21 | 25.16% | New holding | 1,461 | 1,461 | |
PINS | Pinterest Inc | 2025-05-31 | Sold Out Sold Out | -0.63% | 24.21 ($29.79) 36.2 | $37.67 | 26.45% | Sold Out | 0 | -29,139 |
BNY Mellon Balanced Opportunity Fund Total Holding History ($B)
BNY Mellon Balanced Opportunity Fund's Asset Allocation
BNY Mellon Balanced Opportunity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BNY Mellon Balanced Opportunity Fund's Hypothetical Growth since 2025-05-31
BNY Mellon Balanced Opportunity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BNY Mellon Balanced Opportunity Fund's Holdings Heat Map
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BNY Mellon Balanced Opportunity Fund's Holdings Bubble Chart
BNY Mellon Balanced Opportunity Fund News
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