Holdings (Monthly) Guide ↗

NYLIM WMC Growth Fund

· Nylim Funds Trust

Monthly Holdings $982M AUM 22 positions Period Jul 2026 Filed Sep 23, 2026 EDGAR ↗ ← All Funds

All 22 New 16 Added 19 Reduced 20 Exited · Jul 2026 vs Jan 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	Micron Technology, Inc.	595112103	Jul 2026	25,364	NEW	$20.9M	—	2.13%	EC
2	Western Digital Corp.	958102105	Jul 2026	32,079	NEW	$17.5M	—	1.78%	EC
3	Palo Alto Networks, Inc.	697435105	Jul 2026	42,309	NEW	$14.0M	—	1.43%	EC
4	Advanced Micro Devices, Inc.	007903107	Jul 2026	28,811	NEW	$13.7M	—	1.40%	EC
5	Spotify Technology SA	N/A	Jan 2026	26,445	NEW	$13.2M	—	1.35%	EC
6	Vertiv Holdings Co.	92537N108	Jul 2026	53,112	NEW	$12.8M	—	1.31%	EC
7	Jabil, Inc.	466313103	Jul 2026	38,714	NEW	$12.2M	—	1.24%	EC
8	Datadog, Inc.	23804L103	Jul 2026	43,100	NEW	$11.5M	—	1.18%	EC
9	Dell Technologies, Inc.	24703L202	Jul 2026	27,825	NEW	$11.3M	—	1.15%	EC
10	Samsara, Inc.	79589L106	Jul 2026	291,532	NEW	$10.9M	—	1.11%	EC
11	Flex Ltd.	N/A	Jan 2026	93,900	NEW	$10.7M	—	1.09%	EC
12	Corning, Inc.	219350105	Jul 2026	76,171	NEW	$10.5M	—	1.07%	EC
13	Eaton Corp. plc	N/A	Jan 2026	24,497	NEW	$10.2M	—	1.04%	EC
14	Costco Wholesale Corp.	22160K105	Jul 2026	10,371	NEW	$9.9M	—	1.01%	EC
15	Starbucks Corp.	855244109	Jul 2026	80,479	NEW	$8.5M	—	0.86%	EC
16	Ross Stores, Inc.	778296103	Jul 2026	25,131	NEW	$6.3M	—	0.64%	EC
17	Applied Materials, Inc.	038222105	Jul 2026	9,589	NEW	$4.9M	—	0.50%	EC
18	Caterpillar, Inc.	149123101	Jul 2026	5,471	NEW	$4.5M	—	0.45%	EC
19	Waters Corp.	941848103	Jul 2026	10,573	NEW	$4.0M	—	0.41%	EC
20	Cummins, Inc.	231021106	Jul 2026	6,085	NEW	$3.9M	—	0.39%	EC
21	Space Exploration Technologies Corp.	84615Q103	Jul 2026	28,378	NEW	$3.1M	—	0.31%	EC
22	Sandisk Corp.	80004C200	Jul 2026	2,070	NEW	$2.5M	—	0.26%	EC