NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings804 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.3M | $620.1M | 5.5% | $113.97 | +59.55% | 14 qtrssince 2022-Q2 | Increased 61 |
MICROSOFT CORP | 1.1M | $550.9M | 4.8% | $254.24 | +102.03% | 14 qtrssince 2022-Q2 | Decreased 0 |
APPLE INC | 2.1M | $542.4M | 4.8% | $136.77 | +85.49% | 14 qtrssince 2022-Q2 | Decreased 0 |
AMAZON.COM INC | 1.3M | $290.2M | 2.6% | $120.27 | +84.73% | 14 qtrssince 2022-Q2 | Increased 54 |
NEW YORK LIFE INVTS ACTIVE E | 12.9M | $275.6M | 2.4% | $18.88 | +10.93% | 15 qtrssince 2022-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 4.5M | $241M | 2.1% | $29.06 | +82.23% | 22 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 295,516 | $217M | 1.9% | $171.16 | +333.97% | 14 qtrssince 2022-Q2 | Decreased 0 |
BROADCOM INC | 639,045 | $210.8M | 1.9% | $161.60 | +102.52% | 14 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.2M | $209M | 1.8% | $27.16 | +24.50% | 12 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL A | 822,975 | $200.1M | 1.8% | $98.13 | +148.54% | 14 qtrssince 2022-Q2 | Decreased 0 |
TESLA INC | 409,457 | $182.1M | 1.6% | $255.61 | +73.39% | 14 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD MEGA CAP ETF | 711,400 | $173.6M | 1.5% | $172.60 | +40.47% | 22 qtrssince 2020-Q2 | Increased 58 |
NEW YORK LIFE INVESTMENTS ET | 5M | $171.8M | 1.5% | $23.43 | +43.22% | 22 qtrssince 2020-Q2 | Increased 49 |
ALPHABET INC-CL C | 660,372 | $160.8M | 1.4% | $98.46 | +148.02% | 14 qtrssince 2022-Q2 | Decreased 0 |
ISHARES FLOATING RATE BOND E | 3.1M | $157.2M | 1.4% | $44.50 | +10.33% | 14 qtrssince 2022-Q2 | Increased 58 |
BERKSHIRE HATHAWAY INC-CL B | 248,035 | $124.7M | 1.1% | $280.80 | +77.80% | 14 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 2.3M | $124.7M | 1.1% | $40.15 | +33.58% | 14 qtrssince 2022-Q2 | Increased 50 |
NEW YORK LIFE INVTS ACTIVE E | 4.7M | $123M | 1.1% | $23.84 | +6.62% | 6 qtrssince 2024-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 373,446 | $117.8M | 1.0% | $106.67 | +193.18% | 14 qtrssince 2022-Q2 | Decreased 0 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 3.5M | $108.3M | 1.0% | $15.82 | +90.53% | 27 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $11.4B across 804 positions as of Q3 2025. Top holdings: NVDA (5.5%), MSFT (4.8%), AAPL (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 48 new positions, 42 exits, 131 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $11.4B across 804 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer