NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings26 positions
NEW YORK LIFE INVESTMENTS ET | 10M | $322.3M | 21.6% | $28.05 | +7.42% | 3 qtrssince 2020-Q2 | Increased 97 |
INDEXIQ ETF TR | 9.6M | $280.1M | 18.8% | $21.49 | +29.32% | 8 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 8.2M | $239.4M | 16.1% | $19.36 | +32.16% | 8 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.8M | $155M | 10.4% | $15.44 | +22.01% | 8 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 4.6M | $134.5M | 9.0% | $23.75 | +17.28% | 8 qtrssince 2019-Q1 | Increased 70 |
NEW YORK LIFE INVESTMENTS ET | 4.6M | $126.7M | 8.5% | $19.32 | +19.99% | 3 qtrssince 2020-Q2 | Increased 66 |
INDEXIQ ETF TR | 2.2M | $57.1M | 3.8% | $24.13 | +5.31% | 3 qtrssince 2020-Q2 | Increased 56 |
ISHARES TR | 265,051 | $31.2M | 2.1% | $100.75 | +0.12% | 8 qtrssince 2019-Q1 | Increased 81 |
VANGUARD WORLD FD | 173,995 | $23.2M | 1.6% | $114.39 | +8.62% | 3 qtrssince 2020-Q2 | Increased 65 |
ISHARES TR | 157,474 | $17.4M | 1.2% | $90.67 | +2.54% | 8 qtrssince 2019-Q1 | Unchanged 0 |
SCHWAB STRATEGIC TR | 252,427 | $14.1M | 0.9% | $23.71 | +0.30% | 3 qtrssince 2020-Q2 | Increased 61 |
ISHARES TR | 119,467 | $14.1M | 0.9% | $99.08 | +0.46% | 3 qtrssince 2020-Q2 | Increased 61 |
ISHARES TR | 199,251 | $13.8M | 0.9% | $54.11 | +9.58% | 3 qtrssince 2020-Q2 | Increased 59 |
VANGUARD INDEX FDS | 74,362 | $8.8M | 0.6% | $79.31 | +154.97% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 62,388 | $8.5M | 0.6% | $102.41 | +20.26% | 5 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 32,750 | $6.8M | 0.5% | $44.11 | +7.93% | 3 qtrssince 2020-Q2 | Increased 54 |
SPDR SER TR | 64,581 | $5.9M | 0.4% | $75.00 | +1.89% | 8 qtrssince 2019-Q1 | Unchanged 0 |
INVESCO EXCH TRADED FD TR II | 243,059 | $5.4M | 0.4% | $14.69 | +5.07% | 8 qtrssince 2019-Q1 | Increased 37 |
ISHARES TR | 110,052 | $5M | 0.3% | $32.13 | +3.22% | 3 qtrssince 2020-Q2 | Increased 52 |
VANGUARD SCOTTSDALE FDS | 55,770 | $4.7M | 0.3% | $67.77 | +18.43% | 8 qtrssince 2019-Q1 | Unchanged 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $1.5B across 26 positions as of Q4 2020. Top holdings: IQSU (21.6%), CLRG (18.8%), IQIN (16.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Increased 15, trimmed 5. Top move: IQSU (INCREASED, conviction 97). Portfolio: $1.5B across 26 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