NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,202 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.4M | $330M | 4.0% | $133.91 | +1.22% | 2 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 9.6M | $293.4M | 3.5% | $29.06 | +3.01% | 10 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 1.2M | $274.8M | 3.3% | $252.93 | -8.55% | 2 qtrssince 2022-Q2 | Decreased 0 |
IQ U.S. Large Cap ETF | 9M | $254.6M | 3.1% | $21.96 | +28.88% | 15 qtrssince 2019-Q1 | Decreased 0 |
IQ U.S. Small Cap ETF | 6.2M | $178.3M | 2.2% | $26.03 | +8.87% | 15 qtrssince 2019-Q1 | Increased 58 |
NEW YORK LIFE INVTS ACTIVE E | 8.6M | $177.9M | 2.2% | $18.39 | -5.70% | 3 qtrssince 2022-Q1 | Increased 56 |
NYLI 500 International ETF | 6.7M | $161.2M | 1.9% | $19.67 | +14.59% | 15 qtrssince 2019-Q1 | Increased 51 |
NEW YORK LIFE INVESTMENTS ET | 7.6M | $160.5M | 1.9% | $21.87 | -11.75% | 10 qtrssince 2020-Q2 | Increased 51 |
AMAZON.COM INC | 1.4M | $158M | 1.9% | $108.97 | +5.35% | 2 qtrssince 2022-Q2 | Increased 48 |
VANGUARD S/T CORP BOND ETF | 1.5M | $114.6M | 1.4% | $66.73 | -1.78% | 2 qtrssince 2022-Q2 | Decreased 0 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 5.8M | $110.8M | 1.3% | $15.69 | +9.51% | 15 qtrssince 2019-Q1 | Increased 48 |
TESLA INC | 417,575 | $110.8M | 1.3% | $255.58 | +4.94% | 2 qtrssince 2022-Q2 | Increased 76 |
ALPHABET INC-CL A | 973,245 | $93.1M | 1.1% | $97.40 | -0.73% | 2 qtrssince 2022-Q2 | Increased 76 |
ALPHABET INC-CL C | 842,131 | $81M | 1.0% | $98.08 | -0.73% | 2 qtrssince 2022-Q2 | Increased 68 |
UNITEDHEALTH GROUP INC | 139,086 | $70.2M | 0.8% | $485.18 | -1.02% | 2 qtrssince 2022-Q2 | Decreased 0 |
SPDR BLOOMBERG CONVERTIBLE S | 1.1M | $69.1M | 0.8% | $59.48 | -1.54% | 2 qtrssince 2022-Q2 | Decreased 0 |
SSGA ACTIVE ETF TR | 1.7M | $68.7M | 0.8% | $31.37 | -0.89% | 2 qtrssince 2022-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 253,672 | $67.7M | 0.8% | $273.49 | -1.43% | 2 qtrssince 2022-Q2 | Increased 42 |
EXXON MOBIL CORP | 712,430 | $62.2M | 0.8% | $77.67 | +1.48% | 2 qtrssince 2022-Q2 | Increased 45 |
JOHNSON & JOHNSON | 375,138 | $61.3M | 0.7% | $159.42 | -6.40% | 2 qtrssince 2022-Q2 | Increased 41 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $8.3B across 1202 positions as of Q3 2022. Top holdings: AAPL (4.0%), IQSU (3.5%), MSFT (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 42 new positions, 90 exits, 725 increased. Top move: TSLA (INCREASED, conviction 76). Portfolio: $8.3B across 1202 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