NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,202 positions
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% | $29.08 | +0.65% | 10 qtrssince 2020-Q2 | Decreased 0 |
Microsoft Corp | 1.2M | $274.8M | 3.3% | $248.02 | -9.12% | 2 qtrssince 2022-Q2 | Decreased 0 |
INDEXIQ ETF TR | 9M | $254.6M | 3.1% | $21.96 | +28.88% | 15 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 6.2M | $178.3M | 2.2% | $26.03 | +8.87% | 15 qtrssince 2019-Q1 | Increased 58 |
INDEXIQ ACTIVE ETF TR | 8.6M | $177.9M | 2.2% | $18.15 | -8.06% | 3 qtrssince 2022-Q1 | Increased 56 |
INDEXIQ ETF TR | 6.7M | $161.2M | 1.9% | $19.67 | +14.59% | 15 qtrssince 2019-Q1 | Increased 51 |
INDEXIQ ETF TR | 7.6M | $160.5M | 1.9% | $21.13 | -10.93% | 10 qtrssince 2020-Q2 | Increased 51 |
Amazon.com Inc | 1.4M | $158M | 1.9% | $106.26 | +6.34% | 2 qtrssince 2022-Q2 | Increased 48 |
VANGUARD SHORT-TERM CORP BOND ETF | 1.5M | $114.6M | 1.4% | $66.73 | -1.78% | 2 qtrssince 2022-Q2 | Decreased 0 |
INDEXIQ ETF TR | 5.8M | $110.8M | 1.3% | $15.47 | +9.33% | 15 qtrssince 2019-Q1 | Increased 48 |
Tesla Inc | 417,575 | $110.8M | 1.3% | $226.35 | +17.19% | 2 qtrssince 2022-Q2 | Increased 76 |
Alphabet Inc | 973,245 | $93.1M | 1.1% | $107.94 | -12.22% | 2 qtrssince 2022-Q2 | Increased 76 |
Alphabet Inc | 842,131 | $81M | 1.0% | $108.35 | -12.09% | 2 qtrssince 2022-Q2 | Increased 68 |
UnitedHealth Group Inc | 139,086 | $70.2M | 0.8% | $473.86 | -1.36% | 2 qtrssince 2022-Q2 | Decreased 0 |
SPDR Bloomberg Convertible Securities ETF | 1.1M | $69.1M | 0.8% | $59.60 | -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 | 253,672 | $67.7M | 0.8% | $273.02 | -2.20% | 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% | $157.36 | -7.34% | 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 Score: 4/5.0.
Active quarter - 43 new positions, 91 exits, 725 increased. Top move: TSLA (INCREASED, conviction 76). Portfolio: $8.3B across 1202 positions.
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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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