NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings30 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
IQ U.S. Large Cap ETF | 11.9M | $280.8M | 21.6% | $21.93 | 0.00% | 1 qtr | New 96 |
IQ U.S. Small Cap ETF | 10M | $247.6M | 19.0% | $23.24 | 0.00% | 1 qtr | New 96 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 11.6M | $231.3M | 17.8% | $16.01 | 0.00% | 1 qtr | New 96 |
IQ ARB Global Resources ETF | 4.7M | $127.9M | 9.8% | $23.14 | 0.00% | 1 qtr | New 94 |
IQ Enhanced Core Bond U.S. ETF | 4.2M | $79.6M | 6.1% | — | — | 1 qtr | New 93 |
NYLI 500 International ETF | 2.8M | $75.2M | 5.8% | $22.33 | 0.00% | 1 qtr | New 93 |
IQ Enhanced Core Plus Bond U.S. | 3M | $58M | 4.5% | $19.18 | 0.00% | 1 qtr | New 82 |
ISHARES TR | 342,099 | $37.7M | 2.9% | $91.61 | 0.00% | 1 qtr | New 76 |
IndexIQ ETF Trust IQ S&P High Y | 1.1M | $26.9M | 2.1% | $24.61 | 0.00% | 1 qtr | New 75 |
ISHARES TR | 427,239 | $24.5M | 1.9% | $46.99 | 0.00% | 1 qtr | New 66 |
ISHARES TR | 281,494 | $19.9M | 1.5% | $62.14 | +86.37% | 1 qtr | New 66 |
ISHARES SHORT TREASURY BOND | 157,474 | $17.4M | 1.3% | $90.67 | 0.00% | 1 qtr | New 66 |
SPDR INDEX SHS FDS | 245,388 | $10.9M | 0.8% | $36.77 | 0.00% | 1 qtr | New 55 |
VANECK JPM EM LOCAL CURR BND | 276,892 | $9.2M | 0.7% | $21.68 | 0.00% | 1 qtr | New 55 |
VANGUARD SHORT-TERM TIPS | 156,419 | $7.6M | 0.6% | $38.41 | 0.00% | 1 qtr | New 54 |
SPDR BLOOMBERG 1-3 MONTH T-B | 64,581 | $5.9M | 0.5% | $76.77 | 0.00% | 1 qtr | New 46 |
ISHARES RUSSELL 2000 ETF ETF | 34,910 | $5.3M | 0.4% | $140.43 | +116.52% | 1 qtr | New 46 |
VANGUARD INT-TERM CORPORATE | 55,770 | $4.7M | 0.4% | $67.77 | 0.00% | 1 qtr | New 45 |
INVESCO EXCH TRADED FD TR II | 185,510 | $4.2M | 0.3% | $14.73 | 0.00% | 1 qtr | New 45 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 29,231 | $3.6M | 0.3% | $107.08 | 0.00% | 1 qtr | New 45 |
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 Rating: 4/5.0.
Active quarter - 30 new positions, 0 exits, 0 increased. Top move: CLRG (NEW, conviction 96). Portfolio: $1.3B across 30 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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