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
76
$92K 0.45%
2,101
+1,046
77
$92K 0.45%
3,995
+1,389
78
$91K 0.44%
859
-196
79
$91K 0.44%
3,948
+2,382
80
$91K 0.44%
5,380
+2,390
81
$90K 0.44%
698
+515
82
$90K 0.44%
+1,166
83
$89K 0.43%
841
-203
84
$88K 0.43%
1,671
-1,705
85
$88K 0.43%
1,068
-224
86
$87K 0.42%
3,546
+1,270
87
$86K 0.42%
1,102
+306
88
$86K 0.42%
5,282
+4,344
89
$86K 0.42%
+1,215
90
$86K 0.42%
+2,482
91
$85K 0.41%
1,381
-265
92
$85K 0.41%
1,095
-528
93
$83K 0.4%
1,669
-305
94
$83K 0.4%
965
-110
95
$82K 0.4%
723
+537
96
$81K 0.39%
1,468
-221
97
$80K 0.39%
1,578
-17
98
$78K 0.38%
+416
99
$76K 0.37%
3,175
+2,573
100
$73K 0.35%
749
-150
2 3
4
5 6