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
$20.6M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$118K
3
+$108K
4
RS icon
Reliance Steel & Aluminium
RS
+$90K
5
VTRS icon
Viatris
VTRS
+$87.1K

Top Sells

1
+$199K
2
+$187K
3
+$122K
4
JNPR
Juniper Networks
JNPR
+$109K
5
NVDA icon
NVIDIA
NVDA
+$107K

Sector Composition

1 Technology 14.83%
2 Healthcare 12.58%
3 Financials 12.35%
4 Consumer Staples 11.12%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26K 0.13%
+290
177
$26K 0.13%
+722
178
$24K 0.12%
+437
179
$24K 0.12%
1,894
-425
180
$24K 0.12%
930
-135
181
$24K 0.12%
399
-576
182
$22K 0.11%
360
-1,467
183
$22K 0.11%
474
-1,055
184
$21K 0.1%
233
-313
185
$21K 0.1%
+249
186
$19K 0.09%
285
-734
187
$19K 0.09%
349
+32
188
$19K 0.09%
568
+308
189
$19K 0.09%
+327
190
$18K 0.09%
209
+121
191
$18K 0.09%
277
-76
192
$17K 0.08%
374
-899
193
$17K 0.08%
+224
194
$17K 0.08%
591
-1,691
195
$16K 0.08%
412
-1,258
196
$14K 0.07%
336
-1,682
197
$14K 0.07%
445
+217
198
$14K 0.07%
+410
199
$13K 0.06%
+242
200
$12K 0.06%
+114
6 7
8
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