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
$23.1M
AUM Growth
-$186K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$150K
3
+$128K
4
SJM icon
J.M. Smucker
SJM
+$118K
5
MMM icon
3M
MMM
+$108K

Top Sells

1
+$188K
2
+$180K
3
+$170K
4
AMGN icon
Amgen
AMGN
+$121K
5
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$119K

Sector Composition

1 Technology 16.35%
2 Financials 14.02%
3 Healthcare 11.07%
4 Consumer Discretionary 10.87%
5 Consumer Staples 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K 0.13%
965
-2,001
177
$31K 0.13%
1,065
178
$29K 0.13%
713
179
$29K 0.13%
2,319
180
$29K 0.13%
706
181
$27K 0.12%
+746
182
$26K 0.11%
451
-106
183
$26K 0.11%
+419
184
$26K 0.11%
+889
185
$25K 0.11%
353
-1,119
186
$25K 0.11%
216
-303
187
$24K 0.1%
+736
188
$23K 0.1%
316
189
$23K 0.1%
+486
190
$22K 0.1%
1,167
-3,137
191
$22K 0.1%
+454
192
$22K 0.1%
377
+37
193
$21K 0.09%
+633
194
$21K 0.09%
+1,937
195
$20K 0.09%
+272
196
$20K 0.09%
+317
197
$20K 0.09%
295
-1,243
198
$20K 0.09%
183
-833
199
$20K 0.09%
471
200
$19K 0.08%
+186
6 7
8
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