Titelia

Holdings of NYLI WMC Growth Fund

NEW YORK LIFE INVESTMENTS FUNDS TRUST · Original filing · Compare with another fund · Report an error

Net assets
1B $ including 1B $ in equities, 98.1 %
Positions
50 in 5 countries
Top ten
57.1 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 625,739124.9M $12.07 %
2Alphabet Inc 241,20592.1M $8.90 %
3Broadcom Inc 163,85068.4M $6.61 %
4Microsoft Corp 166,48967.9M $6.56 %
5Amazon.com Inc 240,93563.9M $6.17 %
6Apple Inc 181,69149.3M $4.76 %
7Eli Lilly & Co 47,17944.1M $4.26 %
8Mastercard Inc 59,27329.8M $2.88 %
9Meta Platforms Inc 44,42827.2M $2.63 %
10Netflix Inc 246,72923.1M $2.23 %
11Tesla Inc 55,03221M $2.03 %
12Welltower Inc 89,58119.5M $1.88 %
13Cadence Design Systems Inc 57,06618.8M $1.82 %
14Arista Networks Inc 104,99518.1M $1.75 %
15Stryker Corp 52,21016.5M $1.59 %
16General Electric Co 54,57315.8M $1.53 %
17Intuit Inc 40,22015.6M $1.51 %
18Analog Devices Inc 35,66114.3M $1.39 %
19Spotify Technology SA 31,80514.2M $1.37 %
20DoorDash Inc 82,51913.9M $1.35 %
21Cloudflare Inc 66,08413.5M $1.31 %
22Taiwan Semiconductor Manufacturing Co Ltd 33,56513.3M $1.28 %
23Fastenal Co 288,42913M $1.25 %
24Shopify Inc 106,50412.9M $1.25 %
25Intuitive Surgical Inc 27,43012.6M $1.21 %
26Hilton Worldwide Holdings Inc 38,64312.5M $1.21 %
27KLA Corp 6,96112.2M $1.18 %
28Monolithic Power Systems Inc 7,22411.7M $1.13 %
29ASML Holding NV 7,41810.7M $1.03 %
30Waste Connections Inc 63,38810.4M $1.01 %
31Uber Technologies Inc 135,76210.1M $0.98 %
32Home Depot Inc/The 30,0129.9M $0.95 %
33KKR & Co Inc 93,4519.8M $0.94 %
34Axon Enterprise Inc 24,2259.7M $0.94 %
35IDEXX Laboratories Inc 16,8539.5M $0.91 %
36Visa Inc 26,8268.8M $0.86 %
37TJX Cos Inc/The 56,1988.8M $0.85 %
38S&P Global Inc 19,8128.5M $0.83 %
39TransUnion 108,2517.7M $0.74 %
40Nasdaq Inc 82,8407.6M $0.74 %
41Natera Inc 36,8317.6M $0.73 %
42MSCI Inc 12,6237.5M $0.72 %
43Ross Stores Inc 25,8125.9M $0.57 %
44GE Vernova Inc 4,4304.8M $0.46 %
45Tradeweb Markets Inc 34,6403.9M $0.38 %
46ARM Holdings PLC 18,2663.8M $0.37 %
47Goldman Sachs Group Inc/The 4,0913.8M $0.37 %
48AppLovin Corp 7,4173.3M $0.32 %
49Corpay Inc 8,2612.5M $0.24 %
50Palantir Technologies Inc 4,359606.4K $0.06 %

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Sector breakdown

  • Technology 44.9 %
  • Communication 15.4 %
  • Consumer discretionary 13.4 %
  • Health care 8.9 %
  • Financials 7.7 %
  • Industrials 7.0 %
  • Real estate 1.9 %
  • Unattributed 0.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.0 %
  • Taiwan 1.3 %
  • Canada 1.3 %
  • Netherlands 1.1 %
  • United Kingdom 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States46974.6M $95.99 %
2Taiwan113.3M $1.31 %
3Canada112.9M $1.27 %
4Netherlands110.7M $1.05 %
5United Kingdom13.8M $0.38 %
Cite this page

Titelia. "Holdings of NYLI WMC Growth Fund". https://titelia.com/en/funds/S000039358