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
126
$64K 0.26%
688
+656
127
$64K 0.26%
2,026
+548
128
$64K 0.26%
851
-439
129
$63K 0.26%
2,970
+2,693
130
$62K 0.26%
2,797
-2,101
131
$62K 0.26%
1,654
-54
132
$61K 0.25%
768
-1,977
133
$61K 0.25%
717
-754
134
$60K 0.25%
+861
135
$59K 0.24%
1,514
-1,069
136
$59K 0.24%
+1,532
137
$59K 0.24%
+1,294
138
$58K 0.24%
415
+296
139
$58K 0.24%
3,620
+240
140
$58K 0.24%
+1,671
141
$56K 0.23%
109
-117
142
$56K 0.23%
+2,696
143
$56K 0.23%
2,072
-2,828
144
$55K 0.23%
+1,200
145
$53K 0.22%
1,345
-815
146
$53K 0.22%
2,170
+1,214
147
$52K 0.22%
1,592
-1,533
148
$49K 0.2%
794
+697
149
$48K 0.2%
1,111
-1,021
150
$48K 0.2%
481
-345
4 5
6
7 8