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
$23.7M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$153K
2
+$147K
3
+$141K
4
GLW icon
Corning
GLW
+$140K
5
OMC icon
Omnicom Group
OMC
+$133K

Top Sells

1
+$311K
2
+$155K
3
+$145K
4
AMZN icon
Amazon
AMZN
+$142K
5
NOC icon
Northrop Grumman
NOC
+$137K

Sector Composition

1 Technology 16.23%
2 Financials 13.46%
3 Healthcare 12.17%
4 Energy 11.64%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$144K 0.61%
3,254
+12
52
$142K 0.6%
5,740
-438
53
$141K 0.59%
+6,677
54
$141K 0.59%
3,325
-526
55
$140K 0.59%
1,167
+851
56
$135K 0.57%
1,054
+314
57
$135K 0.57%
2,216
+289
58
$134K 0.57%
4,985
-246
59
$134K 0.57%
2,359
+23
60
$134K 0.57%
1,306
+391
61
$133K 0.56%
2,285
+197
62
$133K 0.56%
+1,863
63
$131K 0.55%
1,906
+787
64
$131K 0.55%
1,917
+65
65
$129K 0.54%
2,572
-42
66
$129K 0.54%
22
+1
67
$126K 0.53%
1,207
+834
68
$125K 0.53%
1,460
+15
69
$124K 0.52%
2,403
+444
70
$124K 0.52%
85
+38
71
$123K 0.52%
7,905
+226
72
$123K 0.52%
3,846
-127
73
$123K 0.52%
3,364
+448
74
$122K 0.51%
1,550
+40
75
$121K 0.51%
226
-2
1 2
3
4 5