NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,295 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.3M | $392.2M | 4.2% | $133.91 | +26.14% | 6 qtrssince 2022-Q2 | Decreased 0 |
MICROSOFT CORP | 1.2M | $367.1M | 4.0% | $252.93 | +22.75% | 6 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.9M | $256.9M | 2.8% | $29.06 | +25.29% | 14 qtrssince 2020-Q2 | Decreased 0 |
IQ U.S. Large Cap ETF | 7.2M | $229.3M | 2.5% | $21.96 | — | 19 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 11.4M | $227.2M | 2.5% | $18.18 | -3.54% | 7 qtrssince 2022-Q1 | Increased 53 |
AMAZON.COM INC | 1.4M | $180M | 1.9% | $109.03 | +16.59% | 6 qtrssince 2022-Q2 | Increased 48 |
NEW YORK LIFE INVESTMENTS ET | 6.3M | $167.6M | 1.8% | $26.48 | -2.07% | 4 qtrssince 2022-Q4 | Increased 77 |
NVIDIA CORP | 383,276 | $166.7M | 1.8% | $15.52 | +180.05% | 6 qtrssince 2022-Q2 | Decreased 0 |
NYLI 500 International ETF | 5.4M | $165.7M | 1.8% | $19.74 | +48.41% | 19 qtrssince 2019-Q1 | Increased 48 |
NEW YORK LIFE INVESTMENTS ET | 6.3M | $163.2M | 1.8% | $21.91 | +10.46% | 14 qtrssince 2020-Q2 | Increased 49 |
ISHARES FLOATING RATE BOND E | 3.2M | $161M | 1.7% | $42.67 | +2.64% | 6 qtrssince 2022-Q2 | Decreased 0 |
IQ U.S. Small Cap ETF | 4.1M | $127.1M | 1.4% | $26.04 | +18.55% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 955,216 | $125M | 1.4% | $97.41 | +33.33% | 6 qtrssince 2022-Q2 | Decreased 0 |
SSGA ACTIVE ETF TR | 2.8M | $117.1M | 1.3% | $32.50 | +5.68% | 6 qtrssince 2022-Q2 | Decreased 0 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 4.8M | $112.2M | 1.2% | $15.70 | +36.27% | 19 qtrssince 2019-Q1 | Increased 47 |
TESLA INC | 430,153 | $107.6M | 1.2% | $254.03 | -1.50% | 6 qtrssince 2022-Q2 | Increased 48 |
INVESCO EXCH TRADED FD TR II | 5.1M | $107.6M | 1.2% | $15.92 | +6.68% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 785,901 | $103.6M | 1.1% | $98.08 | +33.43% | 6 qtrssince 2022-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 319,934 | $96M | 1.0% | $163.78 | +82.03% | 6 qtrssince 2022-Q2 | Increased 47 |
SPDR INDEX SHS FDS | 1.8M | $95.9M | 1.0% | $47.81 | +3.93% | 6 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $9.3B across 1295 positions as of Q3 2023. Top holdings: AAPL (4.2%), MSFT (4.0%), IQSU (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 36 new positions, 47 exits, 414 increased. Top move: IQSM (INCREASED, conviction 77). Portfolio: $9.3B across 1295 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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