NYLT
New York Life Trust Portfolio holdings
AUM
$2.05M
1-Year Return
23.85%
This Quarter Return
+3.05%
1 Year Return
+23.85%
3 Year Return
+57.25%
5 Year Return
–
10 Year Return
–
AUM
$24.2M
AUM Growth
+$475K
(+2%)
Cap. Flow
-$5.48K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
20.16%
Holding
232
New
41
Increased
74
Reduced
77
Closed
35
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$215K |
| 2 |
Exxon Mobil
XOM
|
$160K |
| 3 |
Bank of New York Mellon
BK
|
$157K |
| 4 |
Gilead Sciences
GILD
|
$137K |
| 5 |
Best Buy
BBY
|
$127K |
Top Sells
| 1 |
AbbVie
ABBV
|
$188K |
| 2 |
Altria Group
MO
|
$169K |
| 3 |
CVS Health
CVS
|
$157K |
| 4 |
McKesson
MCK
|
$154K |
| 5 |
APC
Anadarko Petroleum
APC
|
$153K |
Sector Composition
| 1 | Technology | 16.65% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.76% |
| 4 | Energy | 10.76% |
| 5 | Consumer Staples | 10.26% |