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
$23.3M
AUM Growth
+$838K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$303K
2 +$201K
3 +$170K
4
CAH icon
Cardinal Health
CAH
+$144K
5
BKNG icon
Booking.com
BKNG
+$141K

Top Sells

1 +$184K
2 +$182K
3 +$167K
4
GD icon
General Dynamics
GD
+$156K
5
CSCO icon
Cisco
CSCO
+$148K

Sector Composition

1 Financials 16.65%
2 Technology 15.7%
3 Healthcare 14.03%
4 Consumer Discretionary 11.19%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K 0.04%
95
-315
202
$8K 0.03%
+198
203
$8K 0.03%
+134
204
$8K 0.03%
118
+1
205
$8K 0.03%
+231
206
$8K 0.03%
+75
207
$6K 0.03%
92
-733
208
$5K 0.02%
+36
209
$5K 0.02%
196
-871
210
$4K 0.02%
80
+53
211
$3K 0.01%
47
-379
212
$3K 0.01%
57
-1,451
213
$3K 0.01%
36
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$2K 0.01%
+9
215
$1K ﹤0.01%
21
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$1K ﹤0.01%
14
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217
$1K ﹤0.01%
15
218
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219
-1,871
220
-3,152
221
-395
222
-1,772
223
-126
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-704
225
-3,202