NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,197 positions
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% | $248.02 | +13.09% | 4 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 9.3M | $326.7M | 3.6% | $29.09 | +16.59% | 12 qtrssince 2020-Q2 | Decreased 0 |
INDEXIQ ETF TR | 8.4M | $272.3M | 3.0% | $21.96 | +43.64% | 17 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ACTIVE ETF TR | 11.6M | $244.9M | 2.7% | $17.85 | -2.02% | 5 qtrssince 2022-Q1 | Increased 53 |
INDEXIQ ETF TR | 6M | $189M | 2.1% | $26.04 | +18.21% | 17 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 6.6M | $176.1M | 2.0% | $21.13 | +13.55% | 12 qtrssince 2020-Q2 | Decreased 0 |
INDEXIQ ETF TR | 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% | $106.22 | -2.76% | 4 qtrssince 2022-Q2 | Increased 48 |
INDEXIQ ETF TR | 5.1M | $117.6M | 1.3% | $15.47 | +34.71% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SHORT-TERM CORP BOND ETF | 1.4M | $108M | 1.2% | $66.73 | +15.84% | 4 qtrssince 2022-Q2 | Decreased 0 |
NVIDIA Corp | 385,934 | $107.2M | 1.2% | $15.10 | +83.37% | 4 qtrssince 2022-Q2 | Decreased 0 |
Alphabet Inc | 974,354 | $101.1M | 1.1% | $107.92 | -4.79% | 4 qtrssince 2022-Q2 | Increased 47 |
Tesla Inc | 423,297 | $87.8M | 1.0% | $225.31 | -7.92% | 4 qtrssince 2022-Q2 | Increased 42 |
Alphabet Inc | 817,878 | $85.1M | 0.9% | $108.35 | -4.91% | 4 qtrssince 2022-Q2 | Decreased 0 |
Berkshire Hathaway Inc | 254,135 | $78.5M | 0.9% | $273.11 | +13.06% | 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 |
Facebook Inc | 318,799 | $67.6M | 0.8% | $159.72 | +31.44% | 4 qtrssince 2022-Q2 | Decreased 0 |
UnitedHealth Group Inc | 139,131 | $65.8M | 0.7% | $473.81 | -7.08% | 4 qtrssince 2022-Q2 | Increased 42 |
iShares Short-Term Corporate Bond ETF | 1.3M | $65M | 0.7% | $44.12 | +16.13% | 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 Score: 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
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