NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings30 positions
INDEXIQ ETF TR | 11.9M | $280.8M | 21.6% | $21.93 | 0.00% | 1 qtr | First report 0 |
INDEXIQ ETF TR | 10M | $247.6M | 19.0% | $23.24 | 0.00% | 1 qtr | First report 0 |
NYLIM ETF TR | 11.6M | $231.3M | 17.8% | $15.82 | 0.00% | 1 qtr | First report 0 |
INDEXIQ ETF TR | 4.7M | $127.9M | 9.8% | $23.14 | 0.00% | 1 qtr | First report 0 |
INDEXIQ ETF TR | 4.2M | $79.6M | 6.1% | — | — | 1 qtr | First report 0 |
INDEXIQ ETF TR | 2.8M | $75.2M | 5.8% | $22.33 | 0.00% | 1 qtr | First report 0 |
INDEXIQ ETF TR | 3M | $58M | 4.5% | $19.18 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 342,099 | $37.7M | 2.9% | $91.04 | 0.00% | 1 qtr | First report 0 |
INDEXIQ ETF TR | 1.1M | $26.9M | 2.1% | $24.61 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 427,239 | $24.5M | 1.9% | $46.99 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 281,494 | $19.9M | 1.5% | $62.14 | +84.05% | 1 qtr | First report 0 |
ISHARES TR | 157,474 | $17.4M | 1.3% | $90.67 | 0.00% | 1 qtr | First report 0 |
SPDR S&P EMERGING MKTS SMALL | 245,388 | $10.9M | 0.8% | $36.50 | 0.00% | 1 qtr | First report 0 |
VANECK ETF TRUST | 276,892 | $9.2M | 0.7% | $21.45 | 0.00% | 1 qtr | First report 0 |
VANGUARD MALVERN FDS | 156,419 | $7.6M | 0.6% | $38.41 | 0.00% | 1 qtr | First report 0 |
SPDR SERIES TRUST | 64,581 | $5.9M | 0.5% | $75.00 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 34,910 | $5.3M | 0.4% | $140.43 | +97.89% | 1 qtr | First report 0 |
VANGUARD SCOTTSDALE FDS | 55,770 | $4.7M | 0.4% | $67.77 | 0.00% | 1 qtr | First report 0 |
INVESCO EXCH TRADED FD TR II | 185,510 | $4.2M | 0.3% | $14.56 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 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
Verify source filings on SEC EDGAR