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
101
$106K 0.44%
+1,403
102
$106K 0.44%
1,548
+687
103
$102K 0.42%
89
+4
104
$102K 0.42%
3,830
+1,713
105
$101K 0.42%
2,309
+542
106
$101K 0.42%
1,285
+60
107
$99K 0.41%
3,505
+1,930
108
$99K 0.41%
1,658
-558
109
$96K 0.4%
3,288
-494
110
$90K 0.37%
+1,180
111
$87K 0.36%
973
+58
112
$87K 0.36%
+1,434
113
$85K 0.35%
2,594
-457
114
$84K 0.35%
11,260
+10,110
115
$84K 0.35%
+4,307
116
$79K 0.33%
835
+151
117
$78K 0.32%
+889
118
$77K 0.32%
1,803
-1,561
119
$75K 0.31%
+2,103
120
$73K 0.3%
+450
121
$72K 0.3%
882
-586
122
$71K 0.29%
+722
123
$68K 0.28%
697
+64
124
$67K 0.28%
+833
125
$67K 0.28%
+562
3 4
5
6 7