NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,306 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.3M | $449.4M | 4.7% | $133.91 | +42.72% | 5 qtrssince 2022-Q2 | Decreased 0 |
MICROSOFT CORP | 1.2M | $399.1M | 4.2% | $252.93 | +29.98% | 5 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 8.3M | $321M | 3.3% | $29.06 | +27.76% | 13 qtrssince 2020-Q2 | Decreased 0 |
IQ U.S. Large Cap ETF | 8.1M | $268.9M | 2.8% | $21.96 | +48.74% | 18 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 11.3M | $235.1M | 2.4% | $18.19 | -0.70% | 6 qtrssince 2022-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $183.3M | 1.9% | $108.90 | +17.45% | 5 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.2M | $169.6M | 1.8% | $21.87 | +15.09% | 13 qtrssince 2020-Q2 | Decreased 0 |
NYLI 500 International ETF | 5.4M | $168.6M | 1.8% | $19.67 | +50.94% | 18 qtrssince 2019-Q1 | Decreased 0 |
ISHARES FLOATING RATE BOND E | 3.3M | $167.6M | 1.7% | $42.67 | +1.02% | 5 qtrssince 2022-Q2 | Increased 77 |
NVIDIA CORP | 385,966 | $163.3M | 1.7% | $15.52 | +162.79% | 5 qtrssince 2022-Q2 | Increased 48 |
IQ U.S. Small Cap ETF | 5M | $162M | 1.7% | $26.04 | +23.01% | 18 qtrssince 2019-Q1 | Decreased 0 |
SSGA ACTIVE ETF TR | 2.9M | $122.4M | 1.3% | $32.50 | +3.10% | 5 qtrssince 2022-Q2 | Increased 77 |
ALPHABET INC-CL A | 968,550 | $115.9M | 1.2% | $97.41 | +21.35% | 5 qtrssince 2022-Q2 | Decreased 0 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 4.8M | $115.8M | 1.2% | $15.69 | +39.02% | 18 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 5.4M | $114.4M | 1.2% | $15.92 | +4.36% | 18 qtrssince 2019-Q1 | Increased 76 |
TESLA INC | 423,383 | $110.8M | 1.2% | $254.09 | +1.34% | 5 qtrssince 2022-Q2 | Increased 47 |
SPDR INDEX SHS FDS | 2M | $104.1M | 1.1% | $47.81 | +1.19% | 5 qtrssince 2022-Q2 | Increased 76 |
ALPHABET INC-CL C | 800,903 | $96.9M | 1.0% | $98.08 | +21.45% | 5 qtrssince 2022-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 317,625 | $91.2M | 0.9% | $162.80 | +71.73% | 5 qtrssince 2022-Q2 | Decreased 0 |
SPDR BLOOMBERG CONVERTIBLE S | 1.3M | $89M | 0.9% | $61.59 | +7.22% | 5 qtrssince 2022-Q2 | Increased 57 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $9.6B across 1306 positions as of Q2 2023. Top holdings: AAPL (4.7%), MSFT (4.2%), IQSU (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 184 new positions, 75 exits, 256 increased. Top move: FLOT (INCREASED, conviction 77). Portfolio: $9.6B across 1306 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