NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings30 positions
NEW YORK LIFE INVESTMENTS ET | 11.8M | $433.1M | 25.0% | $28.76 | +20.14% | 5 qtrssince 2020-Q2 | Increased 65 |
INDEXIQ ETF TR | 9.2M | $306.6M | 17.7% | $21.49 | +50.35% | 10 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 7.2M | $236.2M | 13.6% | $19.36 | +50.49% | 10 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 6.1M | $180.8M | 10.4% | $20.60 | +23.77% | 5 qtrssince 2020-Q2 | Increased 66 |
INDEXIQ ETF TR | 4.7M | $167.3M | 9.7% | $23.99 | +42.16% | 10 qtrssince 2019-Q1 | Increased 61 |
INDEXIQ ETF TR | 6.4M | $157.4M | 9.1% | $15.44 | +35.54% | 10 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD WORLD FD | 216,761 | $33M | 1.9% | $118.24 | +20.71% | 5 qtrssince 2020-Q2 | Increased 49 |
ISHARES CORE MSCI EAFE ETF | 382,560 | $28.6M | 1.7% | $58.52 | +11.21% | 5 qtrssince 2020-Q2 | Increased 58 |
ISHARES TR | 211,356 | $24.4M | 1.4% | $100.75 | -0.98% | 10 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 1000 VALUE E | 137,268 | $21.8M | 1.3% | $125.43 | +15.30% | 7 qtrssince 2019-Q4 | Increased 73 |
iShares Short Treasury Bond ETF | 157,474 | $17.4M | 1.0% | $90.67 | +2.50% | 10 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD INDEX FDS | 67,881 | $16.1M | 0.9% | $48.45 | +13.45% | 5 qtrssince 2020-Q2 | Increased 49 |
iShares Core U.S. Aggregate Bond ETF | 114,437 | $13.2M | 0.8% | $98.96 | -1.08% | 5 qtrssince 2020-Q2 | Decreased 0 |
Schwab U.S. Aggregate Bond ETF | 241,723 | $13.2M | 0.8% | $23.68 | -1.27% | 5 qtrssince 2020-Q2 | Decreased 0 |
Invesco Senior Loan ETF | 489,245 | $10.8M | 0.6% | $15.13 | +3.05% | 10 qtrssince 2019-Q1 | Increased 59 |
VANGUARD WORLD FD | 102,260 | $10.2M | 0.6% | $79.69 | +11.54% | 5 qtrssince 2020-Q2 | Increased 47 |
SCHWAB STRATEGIC TR | 78,827 | $8.2M | 0.5% | $23.68 | +2.62% | 2 qtrssince 2021-Q1 | Increased 51 |
iShares 0-5 Year High Yield Co | 162,142 | $7.5M | 0.4% | $32.64 | +5.28% | 5 qtrssince 2020-Q2 | Decreased 0 |
iShares Broad USD Investment Grade Corporate Bond ETF | 108,957 | $6.6M | 0.4% | $48.46 | +2.12% | 2 qtrssince 2021-Q1 | Increased 46 |
SPDR Bloomberg 1-3 Month T-Bill ETF | 64,581 | $5.9M | 0.3% | $75.00 | +1.84% | 10 qtrssince 2019-Q1 | Unchanged 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $1.7B across 30 positions as of Q2 2021. Top holdings: IQSU (25.0%), CLRG (17.7%), IQIN (13.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Exited 1, increased 15, trimmed 10. Top move: IWD (INCREASED, conviction 73). Portfolio: $1.7B across 30 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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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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