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
151
$48K 0.2%
+463
152
$45K 0.19%
786
-1,573
153
$44K 0.18%
1,270
-1,337
154
$43K 0.18%
827
+645
155
$42K 0.17%
257
-76
156
$40K 0.17%
+120
157
$36K 0.15%
680
-68
158
$36K 0.15%
8
-14
159
$35K 0.14%
+660
160
$34K 0.14%
+524
161
$34K 0.14%
+3,276
162
$31K 0.13%
93
+21
163
$30K 0.12%
335
-736
164
$29K 0.12%
+26
165
$27K 0.11%
+1,150
166
$27K 0.11%
+2,237
167
$26K 0.11%
220
+76
168
$25K 0.1%
+152
169
$24K 0.1%
+496
170
$20K 0.08%
+215
171
$20K 0.08%
448
+213
172
$19K 0.08%
+153
173
$19K 0.08%
564
-2,488
174
$18K 0.07%
308
-3,222
175
$15K 0.06%
226
-171
5 6
7
8 9