BM

BNY Mellon Balanced Opportunity Fund | DBOAX

Mutual Fund
BNY Mellon Investment Funds VI
Last update 2024-10-24 173 Stocks (11 new)
Value $176.00 Mil Turnover 10 %
Countries:
Top Holdings: NVDA(6.42%)AAPL(4.71%)MSFT(4.28%)AMZN(4.20%)GOOG(3.85%)
Summary Stock Picks Current Portfolio
BNY Mellon Balanced Opportunit... Top Holdings of 2024-08-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
94,880
11,325.8
-1.57%
6.420
-0.10%
0.000
+0.58%
+2.55%
3,372,517.9
Semiconductors
AAPL 		Apple Inc
36,314
8,315.9
0%
4.710
0%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
MSFT 		Microsoft Corp
18,080
7,541.9
0%
4.280
0%
0.000
+3.16%
+1.79%
3,189,786.9
Software
AMZN 		Amazon.com Inc
41,460
7,400.6
0%
4.200
0%
0.000
+20.48%
+2.99%
2,375,761.6
Retail - Cyclical
GOOG 		Alphabet Inc
41,182
6,799.6
0%
3.850
0%
0.000
+20.22%
+3.73%
2,407,813.7
Interactive Media
BRK.B 		Berkshire Hathaway Inc
7,524
3,580.8
+11.78%
2.030
+0.21%
0.000
+0.45%
+3.24%
1,009,553.9
Insurance
DHR 		Danaher Corp
10,508
2,829.9
-2.56%
1.600
-0.04%
0.000
-12.26%
+3.84%
172,161.5
Medical Diagnostics & Research
JPM 		JPMorgan Chase & Co
11,764
2,644.6
-20.29%
1.500
-0.35%
0.000
+16.08%
+8.67%
725,026.0
Banks
SPY 		S&P 500 ETF TRUST ETF
4,581
2,582.2
-44.40%
1.460
-1.11%
0.000
+2.96%
+1.96%
631,512.8
 
HUBB 		Hubbell Inc
6,057
2,422.3
+29.56%
1.370
+0.31%
0.010
-4.12%
+4.41%
23,474.4
Industrial Products

BNY Mellon Balanced Opportunity Fund's Historical Top Holdings Breakdowns

BNY Mellon Balanced Opportunity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG 		iShares Core U.S. Aggregate Bond ETF2023-02-28Add
+3.49%
●
96.28 ($98.17) 100.29
$96.92
-1.27%
Add 314.68%
76,516
58,064
SPY 		S&P 500 ETF TRUST ETF2024-02-29Reduce
-1.84%
●
454.76 ($481.61) 508.08
$597.58
24.08%
Reduce -68.73%
3,121
-6,860
SPY 		S&P 500 ETF TRUST ETF2023-08-31Add
+1.78%
●
421.82 ($442.65) 457.79
$597.58
35.00%
Add 196.17%
9,981
6,611
AGG 		iShares Core U.S. Aggregate Bond ETF2024-08-31Reduce
-1.59%
●
96.25 ($98.54) 100.77
$96.92
-1.64%
Reduce -72.1%
11,096
-28,679
SPY 		S&P 500 ETF TRUST ETF2024-05-31Add
+1.55%
●
495.16 ($515.97) 531.36
$597.58
15.82%
Add 163.99%
8,239
5,118
XOM 		Exxon Mobil Corp2023-08-31Sold Out
-1.51%
●
100.92 ($106.23) 111.92
$112.32
5.73%
Sold Out
0
-23,682
AGG 		iShares Core U.S. Aggregate Bond ETF2024-02-29Reduce
-1.45%
●
96.26 ($98) 99.66
$96.92
-1.10%
Reduce -60.18%
16,639
-25,150
AGG 		iShares Core U.S. Aggregate Bond ETF2024-05-31Add
+1.29%
●
95.11 ($96.61) 98.27
$96.92
0.32%
Add 139.05%
39,775
23,136
AGG 		iShares Core U.S. Aggregate Bond ETF2023-05-31Reduce
-1.23%
●
95.62 ($98.29) 99.76
$96.92
-1.39%
Reduce -26.63%
56,138
-20,378
SPY 		S&P 500 ETF TRUST ETF2024-08-31Reduce
-1.11%
●
517.38 ($546.64) 564.86
$597.58
9.32%
Reduce -44.4%
4,581
-3,658

BNY Mellon Balanced Opportunity Fund Total Holding History ($B)

To

BNY Mellon Balanced Opportunity Fund's Asset Allocation

To

BNY Mellon Balanced Opportunity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BNY Mellon Balanced Opportunity Fund's Hypothetical Growth since 2024-08-31

BNY Mellon Balanced Opportunity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

BNY Mellon Balanced Opportunity Fund's Holdings Heat Map

Size field:

BNY Mellon Balanced Opportunity Fund's Holdings Bubble Chart

BNY Mellon Balanced Opportunity Fund News

  • 1

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