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
$23.7M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$153K
2
+$147K
3
+$141K
4
GLW icon
Corning
GLW
+$140K
5
OMC icon
Omnicom Group
OMC
+$133K

Top Sells

1
+$311K
2
+$155K
3
+$145K
4
AMZN icon
Amazon
AMZN
+$142K
5
NOC icon
Northrop Grumman
NOC
+$137K

Sector Composition

1 Technology 16.23%
2 Financials 13.46%
3 Healthcare 12.17%
4 Energy 11.64%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K 0.04%
182
+68
177
$10K 0.04%
176
-1,569
178
$9K 0.04%
131
179
$8K 0.03%
+1,150
180
$8K 0.03%
94
-1,817
181
$7K 0.03%
147
-165
182
$6K 0.03%
+97
183
$6K 0.03%
277
184
$6K 0.03%
123
-841
185
$5K 0.02%
76
-816
186
$4K 0.02%
+73
187
$4K 0.02%
38
-116
188
$3K 0.01%
+32
189
$3K 0.01%
25
-469
190
$2K 0.01%
+104
191
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192
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200
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