NYLT
New York Life Trust Portfolio holdings
AUM
$2.05M
1-Year Return
23.85%
This Quarter Return
-5.39%
1 Year Return
+23.85%
3 Year Return
+57.25%
5 Year Return
–
10 Year Return
–
AUM
$22.5M
AUM Growth
-$1.62M
(-6.7%)
Cap. Flow
-$188K
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
20.13%
Holding
255
New
52
Increased
74
Reduced
74
Closed
48
Top Buys
| 1 |
OA
Orbital ATK, Inc.
OA
|
$194K |
| 2 |
Exelon
EXC
|
$130K |
| 3 |
Hartford Financial Services
HIG
|
$125K |
| 4 |
Nike
NKE
|
$117K |
| 5 |
BCR
CR Bard Inc.
BCR
|
$117K |
Top Sells
| 1 |
eBay
EBAY
|
$151K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$145K |
| 3 |
Electronic Arts
EA
|
$141K |
| 4 |
Edwards Lifesciences
EW
|
$136K |
| 5 |
Coca-Cola
KO
|
$128K |
Sector Composition
| 1 | Financials | 17.65% |
| 2 | Technology | 15.6% |
| 3 | Healthcare | 14.23% |
| 4 | Consumer Discretionary | 12.03% |
| 5 | Consumer Staples | 9.38% |
