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BKDV

BNY Mellon Dynamic Value ETF
1W: +1.5% 1M: +0.2% 3M: +6.9% YTD: +15.0% 1Y: +24.0%
$33.95
+0.27 (+0.79%)
 
Weekly Expected Move ±1.1%
$33 $33 $34 $34 $34
ETF AMEX · AUM $575.7M
Key Statistics
AUM$576M
Holdings79
Top 10 Wt30.6%
Volume435,099
Avg Volume361,719
Beta0.73
Portfolio Fundamentals
P/E23.1
P/B4.2
Div Yield1.63%
ROE19.2%
% Profitable89%
Inception2024-11-04
Sector Allocation
Financial Services 22.5%
Healthcare 15.4%
Technology 14.6%
Industrials 10.6%
Consumer Cyclical 9.1%
Energy 7.8%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 AMAZON.COM INC AMZN 4.69% $82.5M 355,406
2 JPMORGAN CHASE & CO JPM 4.24% $74.6M 211,203
3 MICROSOFT CORP MSFT 3.14% $55.3M 144,903
4 UNITEDHEALTH GROUP INC UNH 3.04% $53.5M 127,232
5 BERKSHIRE HATHAWAY INC-CL B BRK-B 3.00% $52.8M 106,676
6 JOHNSON & JOHNSON JNJ 2.87% $50.5M 191,714
7 CISCO SYSTEMS INC CSCO 2.75% $48.3M 423,258
8 SLB LTD SLB 2.47% $43.5M 828,944
9 ASSURANT INC AIZ 2.27% $39.9M 144,084
10 THERMO FISHER SCIENTIFIC INC TMO 2.08% $36.6M 64,495

Recent Holding Changes

Date Holding Change Details
2026-07-27 IP Changed 263138 → 263441
2026-07-27 TMO Changed 64420 → 64495
2026-07-27 WY Changed 831889 → 832846
2026-07-27 PKG Changed 114814 → 114946
2026-07-27 GILD Changed 114641 → 114773

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms