NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,250 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.4M | $333M | 3.9% | $133.91 | 0.00% | 1 qtr | New 86 |
NEW YORK LIFE INVESTMENTS ET | 10.1M | $327.6M | 3.8% | $29.06 | +7.82% | 9 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 1.2M | $303.8M | 3.5% | $252.93 | 0.00% | 1 qtr | New 86 |
IQ U.S. Large Cap ETF | 9.3M | $274.8M | 3.2% | $21.96 | +33.12% | 14 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 8M | $174.9M | 2.0% | $18.47 | -2.21% | 2 qtrssince 2022-Q1 | Increased 84 |
NYLI 500 International ETF | 6.2M | $168.7M | 2.0% | $19.46 | +30.15% | 14 qtrssince 2019-Q1 | Decreased 0 |
IQ U.S. Small Cap ETF | 5.6M | $168.2M | 2.0% | $25.80 | +14.09% | 14 qtrssince 2019-Q1 | Increased 57 |
NEW YORK LIFE INVESTMENTS ET | 7.1M | $168M | 1.9% | $22.05 | -2.08% | 9 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 1.4M | $147.3M | 1.7% | $108.92 | 0.00% | 1 qtr | New 69 |
VANGUARD S/T CORP BOND ETF | 1.6M | $124.1M | 1.4% | $66.73 | 0.00% | 1 qtr | New 69 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 5.7M | $119.2M | 1.4% | $15.68 | +18.33% | 14 qtrssince 2019-Q1 | Decreased 0 |
IQ Ultra Short Duration ETF | 2.3M | $108.6M | 1.3% | $44.15 | 0.00% | 1 qtr | New 69 |
ALPHABET INC-CL A | 48,878 | $106.5M | 1.2% | $110.86 | 0.00% | 1 qtr | New 69 |
ALPHABET INC-CL C | 43,098 | $94.3M | 1.1% | $111.42 | 0.00% | 1 qtr | New 68 |
TESLA INC | 132,787 | $89.4M | 1.0% | $228.49 | 0.00% | 1 qtr | New 68 |
SSGA ACTIVE ETF TR | 1.9M | $78.2M | 0.9% | $31.37 | 0.00% | 1 qtr | New 58 |
SPDR BLOOMBERG CONVERTIBLE S | 1.1M | $73.1M | 0.8% | $59.60 | 0.00% | 1 qtr | New 58 |
UNITEDHEALTH GROUP INC | 139,419 | $71.6M | 0.8% | $485.18 | 0.00% | 1 qtr | New 58 |
BERKSHIRE HATHAWAY INC-CL B | 253,564 | $69.2M | 0.8% | $273.49 | 0.00% | 1 qtr | New 58 |
JOHNSON & JOHNSON | 374,205 | $66.4M | 0.8% | $159.45 | 0.00% | 1 qtr | New 58 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $8.6B across 1250 positions as of Q2 2022. Top holdings: AAPL (3.9%), IQSU (3.8%), MSFT (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 1204 new positions, 6 exits, 26 increased. Top move: AAPL (NEW, conviction 86). Portfolio: $8.6B across 1250 positions.
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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