NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings847 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $492.5M | 5.0% | $252.93 | +74.75% | 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% | $113.22 | +9.07% | 9 qtrssince 2022-Q2 | Increased 92 |
NEW YORK LIFE INVESTMENTS ET | 5.8M | $262.1M | 2.6% | $29.06 | +53.67% | 17 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 1.3M | $244.3M | 2.5% | $109.20 | +76.97% | 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 |
NEW YORK LIFE INVTS ACTIVE E | 7.7M | $160.2M | 1.6% | $18.18 | +5.04% | 10 qtrssince 2022-Q1 | Decreased 0 |
ALPHABET INC-CL A | 874,020 | $159.2M | 1.6% | $97.41 | +85.80% | 9 qtrssince 2022-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 302,858 | $152.7M | 1.5% | $164.20 | +205.57% | 9 qtrssince 2022-Q2 | Increased 48 |
NEW YORK LIFE INVESTMENTS ET | 4.8M | $140.7M | 1.4% | $21.91 | +29.13% | 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-CL C | 720,207 | $132.1M | 1.3% | $98.08 | +85.83% | 9 qtrssince 2022-Q2 | Decreased 0 |
ISHARES FLOATING RATE BOND E | 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 MEGA CAP ETF | 601,732 | $118.7M | 1.2% | $143.94 | +34.87% | 17 qtrssince 2020-Q2 | Increased 52 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 4.1M | $110.4M | 1.1% | $15.70 | +60.66% | 22 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 246,960 | $100.5M | 1.0% | $275.75 | +47.52% | 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% | $46.50 | +240.17% | 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 Rating: 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
Top Losers
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