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
$23.1M
AUM Growth
-$186K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$150K
3
+$128K
4
SJM icon
J.M. Smucker
SJM
+$118K
5
MMM icon
3M
MMM
+$108K

Top Sells

1
+$188K
2
+$180K
3
+$170K
4
AMGN icon
Amgen
AMGN
+$121K
5
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$119K

Sector Composition

1 Technology 16.35%
2 Financials 14.02%
3 Healthcare 11.07%
4 Consumer Discretionary 10.87%
5 Consumer Staples 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
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