NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings30 positions
IQ U.S. Large Cap ETF | 11.9M | $280.8M | 21.6% | $21.93 | 0.00% | 1 qtr | First report 0 |
IQ U.S. Small Cap ETF | 10M | $247.6M | 19.0% | $23.24 | 0.00% | 1 qtr | First report 0 |
NYLIM FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 11.6M | $231.3M | 17.8% | $15.82 | 0.00% | 1 qtr | First report 0 |
IQ ARB Global Resources ETF | 4.7M | $127.9M | 9.8% | $23.14 | 0.00% | 1 qtr | First report 0 |
IQ Enhanced Core Bond U.S. ETF | 4.2M | $79.6M | 6.1% | — | — | 1 qtr | First report 0 |
NYLI 500 International ETF | 2.8M | $75.2M | 5.8% | $22.33 | 0.00% | 1 qtr | First report 0 |
IQ Enhanced Core Plus Bond U.S. | 3M | $58M | 4.5% | $19.18 | 0.00% | 1 qtr | First report 0 |
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 342,099 | $37.7M | 2.9% | $91.04 | 0.00% | 1 qtr | First report 0 |
IndexIQ ETF Trust IQ S&P High Y | 1.1M | $26.9M | 2.1% | $24.61 | 0.00% | 1 qtr | First report 0 |
ISHARES MSCI EAFE SMALL-CAP ETF | 427,239 | $24.5M | 1.9% | $46.99 | 0.00% | 1 qtr | First report 0 |
iShares Trust MSCI AC ASIA ETF | 281,494 | $19.9M | 1.5% | $62.14 | +85.93% | 1 qtr | First report 0 |
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 157,474 | $17.4M | 1.3% | $90.67 | 0.00% | 1 qtr | First report 0 |
STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF | 245,388 | $10.9M | 0.8% | $36.77 | 0.00% | 1 qtr | First report 0 |
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | 276,892 | $9.2M | 0.7% | $21.45 | 0.00% | 1 qtr | First report 0 |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 156,419 | $7.6M | 0.6% | $38.41 | 0.00% | 1 qtr | First report 0 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 64,581 | $5.9M | 0.5% | $75.00 | 0.00% | 1 qtr | First report 0 |
iShares Trust RUSSELL 2000 ETF | 34,910 | $5.3M | 0.4% | $140.43 | +98.63% | 1 qtr | First report 0 |
VANGUARD SCOTTSDALE FDS | 55,770 | $4.7M | 0.4% | $67.77 | 0.00% | 1 qtr | First report 0 |
INVESCO SENIOR LOAN ETF | 185,510 | $4.2M | 0.3% | $14.56 | 0.00% | 1 qtr | First report 0 |
ISHARES RUSSELL 1000 VALUE ETF | 29,231 | $3.6M | 0.3% | $107.08 | 0.00% | 1 qtr | First report 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $1.3B across 30 positions as of Q1 2019. Top holdings: CLRG (21.6%), CSML (19.0%), HFXI (17.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
First quarter we have for this fund: 30 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.3B across 30 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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