NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,327 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $468.1M | 4.7% | $252.93 | +64.20% | 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% | $15.52 | +481.82% | 8 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.3M | $280.3M | 2.8% | $29.06 | +49.51% | 16 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 1.4M | $246.7M | 2.5% | $109.20 | +65.18% | 8 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 10.1M | $211.6M | 2.1% | $18.18 | +4.05% | 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 |
NYLI 500 International ETF | 4.6M | $157.6M | 1.6% | $19.74 | +69.18% | 21 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 5.1M | $151.2M | 1.5% | $21.91 | +29.45% | 16 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 302,476 | $146.9M | 1.5% | $163.78 | +194.74% | 8 qtrssince 2022-Q2 | Decreased 0 |
ISHARES FLOATING RATE BOND E | 2.8M | $142.2M | 1.4% | $42.67 | +6.09% | 8 qtrssince 2022-Q2 | Decreased 0 |
IQ U.S. Small Cap ETF | 3.7M | $136.4M | 1.4% | $26.04 | — | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 892,232 | $134.7M | 1.3% | $97.41 | +53.78% | 8 qtrssince 2022-Q2 | Decreased 0 |
NYLI CBRE NextGen Real Estate E | 6.6M | $130.1M | 1.3% | $19.97 | -2.90% | 2 qtrssince 2023-Q4 | Increased 48 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 4.4M | $119.1M | 1.2% | $15.70 | +59.45% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 741,196 | $112.9M | 1.1% | $98.08 | +54.09% | 8 qtrssince 2022-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 246,870 | $103.8M | 1.0% | $275.70 | +52.53% | 8 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD MEGA CAP ETF | 547,915 | $102.4M | 1.0% | $139.01 | +31.87% | 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 EXCH TRADED FD TR II | 4.4M | $93.4M | 0.9% | $16.07 | +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 Rating: 4/5.0.
Active quarter - 275 new positions, 261 exits, 204 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
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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