NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings15 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
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 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 5.7M | $116.1M | 17.1% | $16.01 | +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 TR | 243,425 | $27.6M | 4.0% | $91.61 | +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 SHORT TREASURY BOND | 157,474 | $17.4M | 2.6% | $90.67 | +1.72% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 50,364 | $6.9M | 1.0% | $120.46 | 0.00% | 1 qtr | New 65 |
SPDR BLOOMBERG 1-3 MONTH T-B | 64,581 | $5.9M | 0.9% | $76.77 | +1.48% | 4 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD INT-TERM CORPORATE | 55,770 | $4.7M | 0.7% | $67.77 | +8.43% | 4 qtrssince 2019-Q1 | Unchanged 0 |
INVESCO EXCH TRADED FD TR II | 185,510 | $4.2M | 0.6% | $14.73 | +4.58% | 4 qtrssince 2019-Q1 | Unchanged 0 |
GOLDMAN SACHS ETF TR | 27,550 | $2.8M | 0.4% | $83.77 | +1.71% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 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 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 Rating: 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.
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