NYLT
New York Life Trust Portfolio holdings
AUM
$2.05M
This Quarter Return
+6.64%
1 Year Return
+23.85%
3 Year Return
+57.25%
5 Year Return
–
10 Year Return
–
AUM
$19.9M
AUM Growth
+$19.9M
(-8.2%)
Cap. Flow
-$2.68M
Cap. Flow
% of AUM
-13.44%
Top 10 Holdings %
Top 10 Hldgs %
20.47%
Holding
246
New
42
Increased
42
Reduced
107
Closed
51
Top Buys
| 1 |
DuPont de Nemours
DD
|
$153K |
| 2 |
Lowe's Companies
LOW
|
$143K |
| 3 |
Home Depot
HD
|
$140K |
| 4 |
APC
Anadarko Petroleum
APC
|
$124K |
| 5 |
Archer Daniels Midland
ADM
|
$121K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$244K |
| 2 |
CVS Health
CVS
|
$168K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$144K |
| 4 |
RTX Corp
RTX
|
$144K |
| 5 |
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% |
