NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings26 positions
INDEXIQ ETF TR | 9.6M | $242.2M | 22.0% | $21.49 | +11.12% | 7 qtrssince 2019-Q1 | Increased 61 |
INDEXIQ ETF TR | 9.1M | $224.1M | 20.3% | $19.36 | +9.59% | 7 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 5.1M | $148.3M | 13.4% | $26.06 | +3.80% | 2 qtrssince 2020-Q2 | Increased 96 |
NEW YORK LIFE INVESTMENTS ET | 6.9M | $137.7M | 12.5% | $15.44 | +6.42% | 7 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 4.2M | $99.7M | 9.0% | $19.32 | +4.72% | 2 qtrssince 2020-Q2 | Increased 65 |
INDEXIQ ETF TR | 3.9M | $86.8M | 7.9% | $23.02 | -8.58% | 7 qtrssince 2019-Q1 | Increased 65 |
INDEXIQ ETF TR | 2.2M | $54.8M | 5.0% | $24.11 | +2.53% | 2 qtrssince 2020-Q2 | Increased 56 |
ISHARES TR | 157,474 | $17.4M | 1.6% | $90.67 | +2.53% | 7 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD WORLD FD | 111,989 | $13.4M | 1.2% | $108.93 | +2.01% | 2 qtrssince 2020-Q2 | Increased 72 |
VANGUARD INDEX FDS | 131,009 | $13.3M | 1.2% | $79.31 | +13.13% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 84,961 | $10M | 0.9% | $102.41 | +3.48% | 4 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 68,530 | $8.1M | 0.7% | $98.75 | +0.07% | 2 qtrssince 2020-Q2 | Increased 63 |
SCHWAB STRATEGIC TR | 144,170 | $8.1M | 0.7% | $23.66 | +0.14% | 2 qtrssince 2020-Q2 | Increased 63 |
ISHARES TR | 118,235 | $7.1M | 0.6% | $50.56 | +0.93% | 2 qtrssince 2020-Q2 | Increased 63 |
SPDR SERIES TRUST | 64,581 | $5.9M | 0.5% | $75.00 | +1.89% | 7 qtrssince 2019-Q1 | Unchanged 0 |
INVESCO SENIOR LOAN ETF | 218,545 | $4.8M | 0.4% | $14.60 | +2.23% | 7 qtrssince 2019-Q1 | Increased 37 |
VANGUARD SCOTTSDALE FDS | 55,770 | $4.7M | 0.4% | $67.77 | +15.74% | 7 qtrssince 2019-Q1 | Unchanged 0 |
GOLDMAN SACHS ETF TR | 27,550 | $2.8M | 0.3% | $83.77 | +2.53% | 7 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 47,018 | $2.7M | 0.2% | $46.99 | +7.47% | 7 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD INDEX FDS | 14,681 | $2.6M | 0.2% | $39.80 | +1.50% | 2 qtrssince 2020-Q2 | Increased 52 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $1.1B across 26 positions as of Q3 2020. Top holdings: CLRG (22.0%), IQIN (20.3%), IQSU (13.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Increased 15, trimmed 5. Top move: IQSU (INCREASED, conviction 96). Portfolio: $1.1B across 26 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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