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
101
$103K 0.43%
5,929
+2,818
102
$101K 0.42%
897
+98
103
$100K 0.42%
2,119
+239
104
$94K 0.39%
1,076
+992
105
$93K 0.39%
2,326
+973
106
$93K 0.39%
841
-581
107
$93K 0.39%
2,363
-765
108
$92K 0.38%
692
+680
109
$87K 0.36%
+972
110
$85K 0.35%
899
+627
111
$83K 0.34%
2,233
+638
112
$82K 0.34%
5,040
-2,097
113
$80K 0.33%
941
-505
114
$80K 0.33%
1,546
+543
115
$78K 0.32%
568
-498
116
$78K 0.32%
2,214
-1,184
117
$78K 0.32%
455
+307
118
$78K 0.32%
1,498
-326
119
$77K 0.32%
914
-512
120
$73K 0.3%
3,460
-2,412
121
$72K 0.3%
1,247
-53
122
$72K 0.3%
+1,071
123
$72K 0.3%
+824
124
$70K 0.29%
1,628
+1,272
125
$67K 0.28%
1,004
+416
3 4
5
6 7