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
$24.2M
AUM Growth
+$475K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$160K
3
+$157K
4
GILD icon
Gilead Sciences
GILD
+$137K
5
BBY icon
Best Buy
BBY
+$127K

Top Sells

1
+$188K
2
+$169K
3
+$157K
4
MCK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$212K 0.88%
3,933
+34
27
$205K 0.85%
8,028
-1,446
28
$202K 0.84%
8,470
+1,793
29
$198K 0.82%
12,303
-141
30
$198K 0.82%
2,501
+179
31
$195K 0.81%
3,008
-24
32
$189K 0.78%
1,486
-217
33
$187K 0.77%
1,888
+65
34
$183K 0.76%
5,355
+265
35
$180K 0.74%
3,409
-222
36
$167K 0.69%
913
-35
37
$166K 0.69%
1,528
-106
38
$165K 0.68%
2,553
-153
39
$163K 0.67%
3,817
+492
40
$163K 0.67%
2,311
+1,067
41
$162K 0.67%
4,732
-327
42
$157K 0.65%
+4,045
43
$155K 0.64%
3,028
-226
44
$155K 0.64%
6,143
-1,545
45
$155K 0.64%
1,295
-65
46
$154K 0.64%
1,456
-362
47
$154K 0.64%
1,891
-113
48
$149K 0.62%
1,587
-2
49
$148K 0.61%
1,362
+679
50
$148K 0.61%
1,821
+5
1
2
3 4 5