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
$20.6M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$118K
3
+$108K
4
RS icon
Reliance Steel & Aluminium
RS
+$90K
5
VTRS icon
Viatris
VTRS
+$87.1K

Top Sells

1
+$199K
2
+$187K
3
+$122K
4
JNPR
Juniper Networks
JNPR
+$109K
5
NVDA icon
NVIDIA
NVDA
+$107K

Sector Composition

1 Technology 14.83%
2 Healthcare 12.58%
3 Financials 12.35%
4 Consumer Staples 11.12%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K 0.03%
+127
227
$7K 0.03%
+165
228
$7K 0.03%
+88
229
$7K 0.03%
+221
230
$6K 0.03%
36
+10
231
$6K 0.03%
7
-13
232
$6K 0.03%
+160
233
$6K 0.03%
+177
234
$5K 0.02%
+86
235
$5K 0.02%
68
-248
236
$5K 0.02%
126
-2,348
237
$4K 0.02%
84
-1,303
238
$4K 0.02%
28
-303
239
$4K 0.02%
122
-2,872
240
$4K 0.02%
147
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241
$4K 0.02%
64
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242
$4K 0.02%
204
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243
$4K 0.02%
26
-204
244
$3K 0.01%
203
-4,367
245
$3K 0.01%
+73
246
$3K 0.01%
+51
247
$3K 0.01%
+60
248
$3K 0.01%
79
-1,479
249
$2K 0.01%
284
-1,056
250
$1K ﹤0.01%
21
8 9
10
11 12