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
$24.1M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$203K
3
+$164K
4
HCA icon
HCA Healthcare
HCA
+$157K
5
SEE icon
Sealed Air
SEE
+$126K

Top Sells

1
+$216K
2
+$157K
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 14.84%
4 Consumer Discretionary 12.73%
5 Consumer Staples 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$233K 0.97%
2,720
-107
27
$224K 0.93%
2,326
-415
28
$222K 0.92%
1,600
-32
29
$220K 0.91%
3,551
-384
30
$217K 0.9%
2,518
-555
31
$207K 0.86%
9,540
+5,260
32
$195K 0.81%
7,696
-489
33
$188K 0.78%
1,940
+775
34
$185K 0.77%
2,760
-72
35
$183K 0.76%
1,504
-74
36
$179K 0.74%
1,736
-171
37
$177K 0.73%
1,388
-190
38
$175K 0.73%
2,138
+273
39
$174K 0.72%
4,321
-2,665
40
$167K 0.69%
1,018
-99
41
$166K 0.69%
3,955
-332
42
$166K 0.69%
1,175
-74
43
$162K 0.67%
1,563
-315
44
$159K 0.66%
394
-161
45
$157K 0.65%
+1,736
46
$156K 0.65%
3,117
+2,038
47
$155K 0.64%
4,278
-100
48
$153K 0.63%
5,721
-1,329
49
$147K 0.61%
2,350
+417
50
$143K 0.59%
2,902
-217
1
2
3 4 5