NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,197 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.4M | $389.5M | 4.3% | $133.91 | +21.16% | 4 qtrssince 2022-Q2 | Decreased 0 |
MICROSOFT CORP | 1.2M | $339.7M | 3.8% | $252.93 | +9.96% | 4 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 9.3M | $326.7M | 3.6% | $29.06 | +15.69% | 12 qtrssince 2020-Q2 | Decreased 0 |
IQ U.S. Large Cap ETF | 8.4M | $272.3M | 3.0% | $21.96 | +43.64% | 17 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 11.6M | $244.9M | 2.7% | $18.19 | -0.86% | 5 qtrssince 2022-Q1 | Increased 53 |
IQ U.S. Small Cap ETF | 6M | $189M | 2.1% | $26.04 | +18.21% | 17 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.6M | $176.1M | 2.0% | $21.87 | +11.48% | 12 qtrssince 2020-Q2 | Decreased 0 |
NYLI 500 International ETF | 5.7M | $175.6M | 2.0% | $19.67 | +46.37% | 17 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $145.3M | 1.6% | $108.90 | -6.34% | 4 qtrssince 2022-Q2 | Increased 48 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 5.1M | $117.6M | 1.3% | $15.69 | +33.67% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S/T CORP BOND ETF | 1.4M | $108M | 1.2% | $66.73 | +17.85% | 4 qtrssince 2022-Q2 | Decreased 0 |
NVIDIA CORP | 385,934 | $107.2M | 1.2% | $15.52 | +76.29% | 4 qtrssince 2022-Q2 | Decreased 0 |
ALPHABET INC-CL A | 974,354 | $101.1M | 1.1% | $97.41 | +2.79% | 4 qtrssince 2022-Q2 | Increased 47 |
TESLA INC | 423,297 | $87.8M | 1.0% | $254.09 | -23.15% | 4 qtrssince 2022-Q2 | Increased 42 |
ALPHABET INC-CL C | 817,878 | $85.1M | 0.9% | $98.08 | +2.54% | 4 qtrssince 2022-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 254,135 | $78.5M | 0.9% | $273.57 | +11.52% | 4 qtrssince 2022-Q2 | Increased 42 |
EXXON MOBIL CORP | 686,607 | $75.3M | 0.8% | $77.67 | +27.29% | 4 qtrssince 2022-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 318,799 | $67.6M | 0.8% | $162.80 | +26.78% | 4 qtrssince 2022-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 139,131 | $65.8M | 0.7% | $485.13 | -7.95% | 4 qtrssince 2022-Q2 | Increased 42 |
ISHARES 1-5Y INV GRADE CORP | 1.3M | $65M | 0.7% | $44.12 | +18.17% | 4 qtrssince 2022-Q2 | Increased 45 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $9B across 1197 positions as of Q1 2023. Top holdings: AAPL (4.3%), MSFT (3.8%), IQSU (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 277 new positions, 276 exits, 394 increased. Top move: CPLB (INCREASED, conviction 53). Portfolio: $9.0B across 1197 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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