NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings14 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NYLI 500 International ETF | 9.5M | $197.8M | 31.2% | $19.36 | -7.09% | 5 qtrssince 2019-Q1 | Increased 99 |
IQ U.S. Large Cap ETF | 9.7M | $186.9M | 29.5% | $21.48 | -15.18% | 5 qtrssince 2019-Q1 | Increased 70 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 7M | $117.3M | 18.5% | $15.66 | -10.13% | 5 qtrssince 2019-Q1 | Increased 73 |
IQ U.S. Small Cap ETF | 3.5M | $61.1M | 9.6% | $23.24 | -29.78% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES SHORT TREASURY BOND | 157,474 | $17.4M | 2.7% | $90.67 | +2.52% | 5 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 124,693 | $12.4M | 2.0% | $102.41 | -11.94% | 2 qtrssince 2019-Q4 | Increased 74 |
ISHARES TR | 85,782 | $9.8M | 1.6% | $91.61 | +6.44% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP VALUE ETF | 100,892 | $8.2M | 1.3% | $73.66 | -0.72% | 5 qtrssince 2019-Q1 | Increased 73 |
SPDR BLOOMBERG 1-3 MONTH T-B | 64,581 | $5.9M | 0.9% | $76.77 | +1.93% | 5 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD INT-TERM CORPORATE | 55,770 | $4.7M | 0.7% | $67.77 | +3.25% | 5 qtrssince 2019-Q1 | Unchanged 0 |
INVESCO EXCH TRADED FD TR II | 185,510 | $4.2M | 0.7% | $14.73 | -5.13% | 5 qtrssince 2019-Q1 | Unchanged 0 |
GOLDMAN SACHS ETF TR | 27,550 | $2.8M | 0.4% | $83.77 | +2.55% | 5 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 47,018 | $2.7M | 0.4% | $46.99 | -19.22% | 5 qtrssince 2019-Q1 | Unchanged 0 |
DBX ETF TR | 92,092 | $2.4M | 0.4% | $23.65 | -11.59% | 5 qtrssince 2019-Q1 | Unchanged 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $633.5M across 14 positions as of Q1 2020. Top holdings: IQIN (31.2%), CLRG (29.5%), HFXI (18.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Exited 1, increased 5, trimmed 2. Top move: IQIN (INCREASED, conviction 99). Portfolio: $634M across 14 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