NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings26 positions
IQ U.S. Large Cap ETF | 9.6M | $223.2M | 23.6% | $21.48 | +0.74% | 6 qtrssince 2019-Q1 | Decreased 0 |
NYLI 500 International ETF | 9.4M | $222M | 23.5% | $19.36 | +5.04% | 6 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 7M | $135.4M | 14.3% | $15.44 | +3.12% | 6 qtrssince 2019-Q1 | Increased 60 |
NEW YORK LIFE INVESTMENTS ET | 3.8M | $86.3M | 9.1% | $19.22 | 0.00% | 1 qtr | New 93 |
IQ U.S. Small Cap ETF | 3.5M | $76M | 8.0% | $23.24 | -13.04% | 6 qtrssince 2019-Q1 | Decreased 0 |
IndexIQ ETF Trust IQ S&P High Y | 2.2M | $52.8M | 5.6% | $24.10 | 0.00% | 1 qtr | New 92 |
NEW YORK LIFE INVESTMENTS ET | 1.9M | $49.4M | 5.2% | $24.36 | 0.00% | 1 qtr | New 91 |
VANGUARD INDEX FDS | 236,876 | $22.7M | 2.4% | $79.31 | +5.29% | 6 qtrssince 2019-Q1 | Increased 80 |
ISHARES TR | 157,474 | $17.4M | 1.8% | $90.67 | +2.54% | 6 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 137,001 | $16.1M | 1.7% | $94.37 | +5.90% | 6 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 124,904 | $14.1M | 1.5% | $102.41 | -2.32% | 3 qtrssince 2019-Q4 | Increased 45 |
SPDR SERIES TRUST | 64,581 | $5.9M | 0.6% | $75.00 | +1.90% | 6 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD SCOTTSDALE FDS | 55,770 | $4.7M | 0.5% | $67.77 | +13.93% | 6 qtrssince 2019-Q1 | Unchanged 0 |
INVESCO EXCH TRADED FD TR II | 194,452 | $4.2M | 0.4% | $14.56 | -0.09% | 6 qtrssince 2019-Q1 | Increased 35 |
GOLDMAN SACHS ETF TR | 27,550 | $2.8M | 0.3% | $83.77 | +2.49% | 6 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD WORLD FD | 24,423 | $2.7M | 0.3% | $100.06 | 0.00% | 1 qtr | New 44 |
ISHARES TR | 47,018 | $2.7M | 0.3% | $46.99 | -2.04% | 6 qtrssince 2019-Q1 | Unchanged 0 |
DBX ETF TR | 92,092 | $2.4M | 0.3% | $23.65 | +1.18% | 6 qtrssince 2019-Q1 | Unchanged 0 |
SCHWAB STRATEGIC TR | 26,880 | $1.5M | 0.2% | $23.51 | 0.00% | 1 qtr | New 43 |
ISHARES TR | 12,784 | $1.5M | 0.2% | $98.42 | 0.00% | 1 qtr | New 43 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $946.4M across 26 positions as of Q2 2020. Top holdings: CLRG (23.6%), IQIN (23.5%), HFXI (14.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 12 new positions, 0 exits, 5 increased. Top move: IQSI (NEW, conviction 93). Portfolio: $946M across 26 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR