NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings845 positions
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% | $248.02 | +70.79% | 10 qtrssince 2022-Q2 | Decreased 0 |
NVIDIA Corp. | 3.3M | $398M | 3.9% | $20.34 | +495.33% | 10 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 5.4M | $259.4M | 2.5% | $29.09 | +61.01% | 18 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com, Inc. | 1.2M | $232.8M | 2.3% | $106.55 | +74.88% | 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 | 292,456 | $167.4M | 1.6% | $161.14 | +252.93% | 10 qtrssince 2022-Q2 | Decreased 0 |
NYLIM MACKAY CORE PLUS BOND ETF | 7.4M | $161M | 1.6% | $17.84 | +8.97% | 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% | $21.18 | +40.46% | 18 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc. | 850,883 | $141.1M | 1.4% | $107.92 | +52.61% | 10 qtrssince 2022-Q2 | Decreased 0 |
ISHARES FLOATING RATE BOND ETF | 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. | 695,015 | $116.2M | 1.1% | $108.35 | +53.24% | 10 qtrssince 2022-Q2 | Decreased 0 |
NYLIM FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 4.1M | $114.7M | 1.1% | $15.52 | +66.78% | 23 qtrssince 2019-Q1 | Increased 47 |
Berkshire Hathaway Inc. | 242,174 | $111.5M | 1.1% | $275.30 | +67.18% | 10 qtrssince 2022-Q2 | Decreased 0 |
Tesla Inc | 412,283 | $107.9M | 1.0% | $225.57 | +15.99% | 10 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD MORNINGSTAR MEGA CAP ETF | 519,636 | $107.4M | 1.0% | $142.99 | +41.87% | 18 qtrssince 2020-Q2 | Decreased 0 |
Broadcom Inc | 620,199 | $107M | 1.0% | $49.89 | +239.91% | 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 Score: 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
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Behavioral investing profile
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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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