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
$19.9M
AUM Growth
-$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$153K
2 +$143K
3 +$140K
4
APC
Anadarko Petroleum
APC
+$124K
5
ADM icon
Archer Daniels Midland
ADM
+$121K

Top Sells

1 +$244K
2 +$168K
3 +$144K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$144K
5
MU icon
Micron Technology
MU
+$140K

Sector Composition

1 Technology 16.56%
2 Healthcare 15.25%
3 Financials 14.58%
4 Consumer Staples 11.31%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$36K 0.18%
748
-148
152
$32K 0.16%
+752
153
$32K 0.16%
77
-68
154
$29K 0.15%
928
+805
155
$27K 0.14%
+5,200
156
$25K 0.13%
712
-1,390
157
$24K 0.12%
363
-54
158
$22K 0.11%
+323
159
$22K 0.11%
+613
160
$22K 0.11%
1,281
-8,173
161
$21K 0.11%
581
-87
162
$20K 0.1%
+1,963
163
$18K 0.09%
363
-1,941
164
$18K 0.09%
253
-38
165
$17K 0.09%
183
-1,359
166
$17K 0.09%
+230
167
$15K 0.08%
260
-2,915
168
$15K 0.08%
485
-1,651
169
$14K 0.07%
+530
170
$13K 0.07%
+147
171
$12K 0.06%
703
-3,919
172
$12K 0.06%
161
-263
173
$10K 0.05%
143
-498
174
$10K 0.05%
+118
175
$8K 0.04%
+60