NYLT

New York Life Trust Portfolio holdings

AUM $2.05M
1-Year Est. Return 23.85%
This Quarter Est. Return
1 Year Est. Return
+23.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.6M
AUM Growth
+$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$178K
2
+$158K
3
+$139K
4
NOC icon
Northrop Grumman
NOC
+$132K
5
MU icon
Micron Technology
MU
+$128K

Top Sells

1
+$203K
2
+$158K
3
+$129K
4
VIAB
Viacom Inc. Class B
VIAB
+$126K
5
IBM icon
IBM
IBM
+$125K

Sector Composition

1 Technology 16.99%
2 Healthcare 14.01%
3 Financials 13.75%
4 Consumer Staples 10.2%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-173
227
– –
-1,385
228
– –
-401
229
– –
-105
230
– –
-296
231
– –
-3,893
232
– –
-2,591
6 7 8 9
10