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
51
$142K 0.59%
2,942
-326
52
$141K 0.59%
2,124
-326
53
$140K 0.58%
1,451
-37
54
$137K 0.57%
1,183
-557
55
$136K 0.56%
2,089
-43
56
$136K 0.56%
5,748
+78
57
$132K 0.55%
2,148
+130
58
$131K 0.54%
1,232
-106
59
$129K 0.54%
2,027
+902
60
$127K 0.53%
1,165
-179
61
$127K 0.53%
984
+652
62
$126K 0.52%
+2,453
63
$124K 0.51%
3,076
-428
64
$124K 0.51%
5,173
+2,060
65
$123K 0.51%
2,754
-180
66
$121K 0.5%
2,619
-30
67
$120K 0.5%
1,049
+2
68
$120K 0.5%
+3,990
69
$120K 0.5%
2,456
+1,148
70
$120K 0.5%
4,343
-23
71
$119K 0.49%
2,190
-2,082
72
$118K 0.49%
+1,933
73
$118K 0.49%
5,030
+4,353
74
$118K 0.49%
2,824
+2,801
75
$117K 0.49%
+2,061
1 2
3
4 5