NYLT

New York Life Trust Portfolio holdings

AUM $2.05M
1-Year Est. Return 23.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.1M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$263K
2
+$211K
3
+$171K
4
HCA icon
HCA Healthcare
HCA
+$139K
5
GT icon
Goodyear
GT
+$119K

Top Sells

1
+$221K
2
+$167K
3
+$137K
4
WHR icon
Whirlpool
WHR
+$133K
5
GLW icon
Corning
GLW
+$131K

Sector Composition

1 Financials 16.02%
2 Healthcare 15.26%
3 Technology 14.63%
4 Consumer Discretionary 12.73%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-86
252
– –
-1,662
253
– –
-456
254
– –
-85
7 8 9 10
11