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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.97 | 10.16 | 0.19 |
Shares | 56.40 | 56.97 | 0.57 |
Bonds | 31.52 | 32.79 | 1.27 |
Convertible | 1.82 | 1.82 | 0.00 |
Preferred | 0.25 | 0.25 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.19 | 18.21 |
Price to Book | 2.88 | 3.08 |
Price to Sales | 2.00 | 2.07 |
Price to Cash Flow | 12.54 | 11.96 |
Dividend Yield | 1.84 | 2.00 |
5 Years Earnings Growth | 11.30 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.89 | 22.93 |
Financial Services | 15.00 | 14.97 |
Industrials | 12.84 | 10.85 |
Consumer Cyclical | 11.94 | 10.09 |
Healthcare | 11.83 | 13.35 |
Real Estate | 6.53 | 3.56 |
Communication Services | 5.90 | 7.20 |
Consumer Defensive | 5.18 | 6.31 |
Basic Materials | 4.03 | 3.52 |
Energy | 3.23 | 5.46 |
Utilities | 1.63 | 3.04 |
Number of long holdings: 43
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IQ MacKay ESG Core Plus Bond ETF | - | 8.05 | - | - | |
MainStay MacKay Total Return Bond R6 | - | 8.04 | - | - | |
MainStay MacKay US Infrastructure Bd R6 | - | 6.63 | - | - | |
MainStay WMC Growth R6 | - | 4.93 | - | - | |
IQ Candriam U.S. Large Cap Equity ETF | - | 4.86 | - | - | |
MainStay PineStone U.S. Equity R6 | - | 4.54 | - | - | |
MainStay Winslow Large Cap Growth R6 | - | 4.41 | - | - | |
MainStay Epoch US Equity Yield R6 | - | 4.10 | - | - | |
MainStay WMC Enduring Capital R6 | - | 3.80 | - | - | |
MainStay WMC Value R6 | - | 3.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MainStay Large Cap Growth I | 7.68B | 7.36 | 6.60 | 14.76 | ||
MainStay Tax-Free Bond I | 7.04B | -1.28 | -1.42 | 2.92 | ||
MainStay Large Cap Growth R6 | 3.78B | 7.42 | 6.71 | 14.87 | ||
MainStay VP Series SP 500 Index Pos | 2.49B | 5.90 | 7.67 | 11.91 | ||
MainStay VP Series SP 500 Index Poi | 1.71B | 5.99 | 7.94 | 12.19 |
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