NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings798 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $539.2M | 5.0% | $254.24 | +94.38% | 13 qtrssince 2022-Q2 | Decreased 0 |
NVIDIA CORP | 3.3M | $524.4M | 4.9% | $113.89 | +38.49% | 13 qtrssince 2022-Q2 | Increased 58 |
APPLE INC | 2.2M | $452.3M | 4.2% | $136.77 | +49.29% | 13 qtrssince 2022-Q2 | Increased 58 |
AMAZON.COM INC | 1.3M | $283M | 2.6% | $117.76 | +89.62% | 13 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 13M | $277.3M | 2.6% | $18.88 | +8.44% | 14 qtrssince 2022-Q1 | Increased 53 |
NEW YORK LIFE INVESTMENTS ET | 4.7M | $234.6M | 2.2% | $29.06 | +68.54% | 21 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 296,545 | $218.9M | 2.0% | $171.16 | +327.99% | 13 qtrssince 2022-Q2 | Increased 53 |
NEW YORK LIFE INVESTMENTS ET | 6.4M | $205.6M | 1.9% | $27.16 | +17.76% | 11 qtrssince 2022-Q4 | Decreased 0 |
BROADCOM INC | 639,939 | $176.4M | 1.7% | $161.60 | +66.08% | 13 qtrssince 2022-Q2 | Increased 49 |
NEW YORK LIFE INVESTMENTS ET | 5M | $165.2M | 1.5% | $23.29 | +40.93% | 21 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 850,979 | $150M | 1.4% | $98.13 | +81.65% | 13 qtrssince 2022-Q2 | Increased 48 |
TESLA INC | 420,076 | $133.4M | 1.2% | $255.61 | +26.61% | 13 qtrssince 2022-Q2 | Increased 48 |
VANGUARD MEGA CAP ETF | 576,611 | $129.7M | 1.2% | $156.27 | +42.44% | 21 qtrssince 2020-Q2 | Increased 55 |
ISHARES FLOATING RATE BOND E | 2.5M | $126.1M | 1.2% | $43.37 | +11.65% | 13 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 4.7M | $123.6M | 1.2% | $23.84 | +4.48% | 5 qtrssince 2024-Q2 | Increased 48 |
ALPHABET INC-CL C | 684,778 | $121.5M | 1.1% | $98.46 | +80.77% | 13 qtrssince 2022-Q2 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 248,474 | $120.7M | 1.1% | $280.80 | +72.96% | 13 qtrssince 2022-Q2 | Increased 48 |
NEW YORK LIFE INVTS ACTIVE E | 2.2M | $114M | 1.1% | $39.43 | +30.17% | 13 qtrssince 2022-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 378,045 | $109.6M | 1.0% | $106.67 | +165.36% | 13 qtrssince 2022-Q2 | Increased 48 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 3.5M | $103.3M | 1.0% | $15.82 | +81.24% | 26 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $10.7B across 798 positions as of Q2 2025. Top holdings: MSFT (5.0%), NVDA (4.9%), AAPL (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 40 new positions, 60 exits, 443 increased. Top move: NVDA (INCREASED, conviction 58). Portfolio: $10.7B across 798 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