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
201
$1K ﹤0.01%
+6
202
0
203
0
204
0