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
51
$145K 0.6%
5,580
-160
52
$144K 0.6%
4,276
-709
53
$141K 0.58%
1,881
-36
54
$141K 0.58%
3,439
+547
55
$141K 0.58%
3,684
-3,508
56
$140K 0.58%
1,137
-30
57
$140K 0.58%
3,456
+625
58
$138K 0.57%
7,136
+493
59
$138K 0.57%
1,056
+2
60
$137K 0.57%
3,228
+902
61
$135K 0.56%
1,834
+1,629
62
$134K 0.55%
3,347
+1,737
63
$131K 0.54%
7,668
+254
64
$129K 0.53%
2,403
65
$128K 0.53%
1,988
+188
66
$128K 0.53%
2,196
-89
67
$127K 0.53%
+3,769
68
$127K 0.53%
1,665
+205
69
$127K 0.53%
3,223
+115
70
$127K 0.53%
3,631
+713
71
$125K 0.52%
968
-133
72
$124K 0.51%
7,308
+3,246
73
$124K 0.51%
1,796
-67
74
$124K 0.51%
3,907
+913
75
$124K 0.51%
+4,248
1 2
3
4 5