NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings847 positions
Microsoft Corp. | 1.1M | $492.5M | 5.0% | $248.02 | +77.08% | 9 qtrssince 2022-Q2 | Decreased 0 |
Apple Inc. | 2.2M | $454.9M | 4.6% | $133.91 | +55.79% | 9 qtrssince 2022-Q2 | Decreased 0 |
NVIDIA Corp. | 3.6M | $438.7M | 4.4% | $20.34 | +505.57% | 9 qtrssince 2022-Q2 | Increased 92 |
NEW YORK LIFE INVESTMENTS ET | 5.8M | $262.1M | 2.6% | $29.09 | +52.51% | 17 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com, Inc. | 1.3M | $244.3M | 2.5% | $106.55 | +81.37% | 9 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 7.2M | $217.4M | 2.2% | $27.08 | +9.81% | 7 qtrssince 2022-Q4 | Increased 62 |
NYLIM MACKAY CORE PLUS BOND ETF | 7.7M | $160.2M | 1.6% | $17.84 | +3.27% | 10 qtrssince 2022-Q1 | Decreased 0 |
Alphabet Inc. | 874,020 | $159.2M | 1.6% | $107.92 | +67.39% | 9 qtrssince 2022-Q2 | Decreased 0 |
Meta Platforms Inc | 302,858 | $152.7M | 1.5% | $161.14 | +210.57% | 9 qtrssince 2022-Q2 | Increased 48 |
NEW YORK LIFE INVESTMENTS ET | 4.8M | $140.7M | 1.4% | $21.18 | +30.83% | 17 qtrssince 2020-Q2 | Decreased 0 |
NYLI 500 International ETF | 4.2M | $136.9M | 1.4% | $19.74 | +65.13% | 22 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 720,207 | $132.1M | 1.3% | $108.35 | +67.89% | 9 qtrssince 2022-Q2 | Decreased 0 |
ISHARES FLOATING RATE BOND ETF | 2.6M | $131.5M | 1.3% | $42.67 | +7.75% | 9 qtrssince 2022-Q2 | Decreased 0 |
NYLI CBRE NextGen Real Estate E | 6.6M | $126.3M | 1.3% | $19.97 | -5.13% | 3 qtrssince 2023-Q4 | Increased 48 |
VANGUARD MORNINGSTAR MEGA CAP ETF | 601,732 | $118.7M | 1.2% | $143.94 | +34.87% | 17 qtrssince 2020-Q2 | Increased 52 |
NYLIM FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 4.1M | $110.4M | 1.1% | $15.48 | +61.04% | 22 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 246,960 | $100.5M | 1.0% | $275.30 | +47.76% | 9 qtrssince 2022-Q2 | Increased 47 |
Eli Lilly & Co. | 110,504 | $100M | 1.0% | $315.19 | +182.89% | 9 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 3.8M | $97.4M | 1.0% | — | — | 1 qtr | New 58 |
Broadcom Inc | 59,995 | $96.3M | 1.0% | $45.85 | +243.11% | 9 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $9.9B across 847 positions as of Q2 2024. Top holdings: MSFT (5.0%), AAPL (4.6%), NVDA (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 57 new positions, 537 exits, 545 increased. Top move: NVDA (INCREASED, conviction 92). Portfolio: $9.9B across 847 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
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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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