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
$20.6M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$118K
3
+$108K
4
RS icon
Reliance Steel & Aluminium
RS
+$90K
5
VTRS icon
Viatris
VTRS
+$87.1K

Top Sells

1
+$199K
2
+$187K
3
+$122K
4
JNPR
Juniper Networks
JNPR
+$109K
5
NVDA icon
NVIDIA
NVDA
+$107K

Sector Composition

1 Technology 14.83%
2 Healthcare 12.58%
3 Financials 12.35%
4 Consumer Staples 11.12%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$108K 0.52%
2,507
+2,021
52
$107K 0.52%
2,523
-2,296
53
$107K 0.52%
1,318
-229
54
$106K 0.51%
725
-207
55
$104K 0.5%
2,878
-486
56
$104K 0.5%
2,302
-593
57
$101K 0.49%
3,193
+1,937
58
$99K 0.48%
2,873
+14
59
$99K 0.48%
1,054
-234
60
$99K 0.48%
5,144
+1,727
61
$98K 0.48%
964
+360
62
$98K 0.48%
2,491
-629
63
$98K 0.48%
1,485
-576
64
$98K 0.48%
1,543
-388
65
$97K 0.47%
4,491
-111
66
$97K 0.47%
2,483
-25
67
$97K 0.47%
1,792
-338
68
$96K 0.47%
993
-117
69
$95K 0.46%
565
-128
70
$95K 0.46%
883
-208
71
$95K 0.46%
1,257
-307
72
$94K 0.46%
3,631
-503
73
$94K 0.46%
1,319
+583
74
$94K 0.46%
1,073
-165
75
$93K 0.45%
1,627
-231
1 2
3
4 5