NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings845 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.2M | $509.6M | 5.0% | $135.12 | +71.01% | 10 qtrssince 2022-Q2 | Increased 58 |
MICROSOFT CORP | 1.1M | $463.7M | 4.5% | $252.93 | +67.65% | 10 qtrssince 2022-Q2 | Decreased 0 |
NVIDIA CORP | 3.3M | $398M | 3.9% | $113.22 | +7.19% | 10 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 5.4M | $259.4M | 2.5% | $29.06 | +61.59% | 18 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 1.2M | $232.8M | 2.3% | $109.20 | +72.13% | 10 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 7M | $230.9M | 2.2% | $27.08 | +19.41% | 8 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 292,456 | $167.4M | 1.6% | $164.20 | +244.16% | 10 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 7.4M | $161M | 1.6% | $18.18 | +10.82% | 11 qtrssince 2022-Q1 | Decreased 0 |
NYLI 500 International ETF | 4.2M | $148.1M | 1.4% | $19.82 | — | 23 qtrssince 2019-Q1 | Increased 48 |
NEW YORK LIFE INVESTMENTS ET | 4.7M | $146.9M | 1.4% | $21.91 | +38.99% | 18 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 850,883 | $141.1M | 1.4% | $97.41 | +67.46% | 10 qtrssince 2022-Q2 | Decreased 0 |
ISHARES FLOATING RATE BOND E | 2.7M | $138.2M | 1.3% | $42.86 | +8.77% | 10 qtrssince 2022-Q2 | Increased 50 |
NYLI CBRE NextGen Real Estate E | 5.8M | $128.2M | 1.2% | $19.97 | — | 4 qtrssince 2023-Q4 | Decreased 0 |
ALPHABET INC-CL C | 695,015 | $116.2M | 1.1% | $98.08 | +67.68% | 10 qtrssince 2022-Q2 | Decreased 0 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 4.1M | $114.7M | 1.1% | $15.74 | +67.10% | 23 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 242,174 | $111.5M | 1.1% | $275.75 | +65.90% | 10 qtrssince 2022-Q2 | Decreased 0 |
TESLA INC | 412,283 | $107.9M | 1.0% | $253.37 | +2.80% | 10 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD MEGA CAP ETF | 519,636 | $107.4M | 1.0% | $143.94 | +41.12% | 18 qtrssince 2020-Q2 | Decreased 0 |
BROADCOM INC | 620,199 | $107M | 1.0% | $158.68 | +7.57% | 10 qtrssince 2022-Q2 | Increased 76 |
NEW YORK LIFE INVTS ACTIVE E | 3.5M | $94.5M | 0.9% | — | — | 2 qtrssince 2024-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $10.3B across 845 positions as of Q3 2024. Top holdings: AAPL (5.0%), MSFT (4.5%), NVDA (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 49 new positions, 51 exits, 126 increased. Top move: AVGO (INCREASED, conviction 76). Portfolio: $10.3B across 845 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer