NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings15 positions
IQ U.S. Large Cap ETF | 8.5M | $212.7M | 31.2% | $21.93 | +15.69% | 4 qtrssince 2019-Q1 | Unchanged 0 |
IQ U.S. Small Cap ETF | 6.8M | $171.8M | 25.2% | $23.24 | +10.97% | 4 qtrssince 2019-Q1 | Unchanged 0 |
NYLIM FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 5.7M | $116.1M | 17.1% | $15.82 | +11.37% | 4 qtrssince 2019-Q1 | Unchanged 0 |
NYLI 500 International ETF | 3M | $78.9M | 11.6% | $22.38 | +7.73% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 243,425 | $27.6M | 4.0% | $91.04 | +4.16% | 4 qtrssince 2019-Q1 | Unchanged 0 |
IndexIQ ETF Trust IQ S&P High Y | 1.1M | $26.9M | 3.9% | $24.62 | +3.37% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 157,474 | $17.4M | 2.6% | $90.67 | +1.72% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES RUSSELL 1000 VALUE ETF | 50,364 | $6.9M | 1.0% | $120.46 | 0.00% | 1 qtr | New 65 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 64,581 | $5.9M | 0.9% | $75.00 | +1.49% | 4 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD SCOTTSDALE FDS | 55,770 | $4.7M | 0.7% | $67.77 | +8.43% | 4 qtrssince 2019-Q1 | Unchanged 0 |
INVESCO SENIOR LOAN ETF | 185,510 | $4.2M | 0.6% | $14.56 | +4.58% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ACCESS TREASURY 0-1 YEAR ETF | 27,550 | $2.8M | 0.4% | $83.77 | +1.71% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES MSCI EAFE SMALL-CAP ETF | 47,018 | $2.7M | 0.4% | $46.99 | +11.85% | 4 qtrssince 2019-Q1 | Unchanged 0 |
DBX ETF TR | 92,092 | $2.4M | 0.4% | $23.65 | +12.85% | 4 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 2,418 | $273,000 | 0.0% | $95.16 | +8.69% | 4 qtrssince 2019-Q1 | Unchanged 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $681M across 15 positions as of Q4 2019. Top holdings: CLRG (31.2%), CSML (25.2%), HFXI (17.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Added 1 new position, exited 3. Top move: IWD (NEW, conviction 65). Portfolio: $681M across 15 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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
Verify source filings on SEC EDGAR