Standish Mellon Asset Management Company LLC

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Standish Mellon Asset Management Company LLC
CRD #113972
SEC #801-60527
CIK #0001055509
AUM
Employees 158 (70% Investors, 8% Brokers)
Phone617-248-6000
AddressBny Mellon Center
Boston, MA 02108-4408
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
2502001501005001999200720152024
CIK Period
0001055509
Sector Form 13F Holdings Value ($B)
Microsoft Corp 9.1
Apple Inc 9.0
Johnson & Johnson 5.1
Amazon Com Inc 4.8
Cisco Systems Inc 4.7
Exxon Mobil Corp 4.6
J P Morgan Chase & Co 4.1
Facebook Inc 4.1
Alphabet Inc 3.9
Alphabet Inc 3.6
Citigroup Inc 3.1
Bank of America Corp /DE/ 3.1
Wells Fargo & Co/MN 2.8
Procter & Gamble Co 2.7
Chevron Corp 2.7
Verizon Communications Inc 2.6
Walt Disney Co 2.6
Pfizer Inc 2.6
AT&T Inc 2.6
UnitedHealth Group Inc 2.4
Home Depot Inc 2.4
Mastercard Inc 2.2
Oracle Corp 2.2
Gilead Sciences Inc 2.2
Adobe Systems Inc 2.2
VISA Inc 2.2
Comcast Corp 2.1
PepsiCo Inc 2.0
Merck & Co Inc 2.0
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 49 4.3
(c) Banking or thrift institutions 11 8.7
(d) Investment companies 4 3.0
(e) Business development companies 4 6.0
(f) Pooled investment vehicles 9 2.8
(g) Pension and profit sharing plans 119 44.2
(h) Charitable organizations 38 6.0
(i) State or municipal government entities 23 15.6
(j) Other investment advisers 15 2.2
(k) Insurance companies 53 20.4
(l) Sovereign wealth funds and foreign official institutions 4 5.0
(m) Corporations or other businesses not listed above 66 11.9
(n) Other 0 0.0
Total 1,742 130.2
By Discretionary
Discretionary 1,721 126.3
Non-Discretionary 21 3.9
Total 1,742 130.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 130.2
Total 1,742 130.2
EDGAR Form CIK 2011 - 2025
13F-NT [0001055509]
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