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
151
$44K 0.18%
+2,100
152
$43K 0.18%
+809
153
$42K 0.17%
+140
154
$37K 0.15%
705
-551
155
$36K 0.15%
451
-1,313
156
$36K 0.15%
+651
157
$36K 0.15%
1,368
-2,683
158
$36K 0.15%
+384
159
$35K 0.15%
524
+249
160
$35K 0.15%
519
+34
161
$35K 0.15%
509
-30
162
$33K 0.14%
589
-71
163
$33K 0.14%
528
-122
164
$32K 0.13%
648
-578
165
$32K 0.13%
+415
166
$31K 0.13%
414
-46
167
$30K 0.12%
354
-786
168
$29K 0.12%
349
-615
169
$28K 0.12%
+465
170
$26K 0.11%
2,730
-140
171
$26K 0.11%
303
172
$24K 0.1%
+47,080
173
$21K 0.09%
+165
174
$20K 0.08%
+297
175
$17K 0.07%
+431
5 6
7
8 9