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
176
$7K 0.04%
73
-56
177
$5K 0.03%
+7
178
$4K 0.02%
+119
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$4K 0.02%
26
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+44
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$3K 0.02%
+35
182
$2K 0.01%
18
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183
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+31
184
$2K 0.01%
39
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185
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14
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186
$2K 0.01%
47
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187
$2K 0.01%
+83
188
$2K 0.01%
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189
$2K 0.01%
67
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$1K 0.01%
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191
$1K 0.01%
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192
$1K 0.01%
+35
193
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