NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,327 positions
MICROSOFT CORP | 1.1M | $468.1M | 4.7% | $248.02 | +66.39% | 8 qtrssince 2022-Q2 | Decreased 0 |
APPLE INC | 2.2M | $375M | 3.7% | $133.91 | +26.67% | 8 qtrssince 2022-Q2 | Decreased 0 |
NVIDIA CORP | 337,869 | $305.3M | 3.0% | $15.10 | +496.59% | 8 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.3M | $280.3M | 2.8% | $29.09 | +48.38% | 16 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 1.4M | $246.7M | 2.5% | $106.55 | +69.29% | 8 qtrssince 2022-Q2 | Decreased 0 |
INDEXIQ ACTIVE ETF TR | 10.1M | $211.6M | 2.1% | $17.84 | +2.28% | 9 qtrssince 2022-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6M | $193.9M | 1.9% | $26.56 | +19.15% | 6 qtrssince 2022-Q4 | Decreased 0 |
INDEXIQ ETF TR | 4.6M | $157.6M | 1.6% | $19.74 | +69.18% | 21 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 5.1M | $151.2M | 1.5% | $21.18 | +31.12% | 16 qtrssince 2020-Q2 | Decreased 0 |
FACEBOOK INC-CLASS A | 302,476 | $146.9M | 1.5% | $160.71 | +199.59% | 8 qtrssince 2022-Q2 | Decreased 0 |
ISHARES TR | 2.8M | $142.2M | 1.4% | $42.67 | +6.09% | 8 qtrssince 2022-Q2 | Decreased 0 |
INDEXIQ ETF TR | 3.7M | $136.4M | 1.4% | $26.04 | — | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 892,232 | $134.7M | 1.3% | $107.92 | +38.54% | 8 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.6M | $130.1M | 1.3% | $19.97 | -2.90% | 2 qtrssince 2023-Q4 | Increased 48 |
NEW YORK LIFE INVESTMENTS ET | 4.4M | $119.1M | 1.2% | $15.48 | +59.83% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 741,196 | $112.9M | 1.1% | $108.35 | +39.21% | 8 qtrssince 2022-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 246,870 | $103.8M | 1.0% | $275.25 | +52.77% | 8 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD WORLD FD | 547,915 | $102.4M | 1.0% | $138.07 | +32.06% | 16 qtrssince 2020-Q2 | Increased 54 |
ELI LILLY & CO | 122,016 | $94.9M | 0.9% | $315.19 | +142.66% | 8 qtrssince 2022-Q2 | Decreased 0 |
INVESCO SENIOR LOAN ETF | 4.4M | $93.4M | 0.9% | $15.89 | +11.01% | 21 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $10B across 1327 positions as of Q1 2024. Top holdings: MSFT (4.7%), AAPL (3.7%), NVDA (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 276 new positions, 262 exits, 203 increased. Top move: MGC (INCREASED, conviction 54). Portfolio: $10.0B across 1327 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
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