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
$21.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$694K
2 +$584K
3 +$479K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$454K
5
JNJ icon
Johnson & Johnson
JNJ
+$451K

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.89%
2 Healthcare 16.04%
3 Financials 14.44%
4 Consumer Staples 11.57%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$19K 0.09%
+616
177
$18K 0.08%
+163
178
$18K 0.08%
+227
179
$18K 0.08%
+291
180
$18K 0.08%
+402
181
$17K 0.08%
+471
182
$16K 0.07%
+391
183
$14K 0.06%
+165
184
$14K 0.06%
+207
185
$13K 0.06%
+209
186
$12K 0.06%
+336
187
$12K 0.06%
+252
188
$11K 0.05%
+262
189
$11K 0.05%
+129
190
$10K 0.05%
+220
191
$8K 0.04%
+162
192
$7K 0.03%
+202
193
$5K 0.02%
+100
194
$4K 0.02%
+26
195
$3K 0.01%
+123
196
$3K 0.01%
+60
197
$3K 0.01%
+41
198
$2K 0.01%
+64
199
$2K 0.01%
+60
200
$2K 0.01%
+10