NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings46 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NEW YORK LIFE INVESTMENTS ET | 10.9M | $455M | 23.7% | $29.06 | +36.60% | 7 qtrssince 2020-Q2 | Decreased 0 |
IQ U.S. Large Cap ETF | 9.3M | $335.9M | 17.5% | $21.90 | +60.66% | 12 qtrssince 2019-Q1 | Increased 63 |
NYLI 500 International ETF | 7.3M | $237.3M | 12.4% | $19.46 | +50.55% | 12 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.8M | $204M | 10.6% | $21.87 | +21.90% | 7 qtrssince 2020-Q2 | Increased 63 |
IQ U.S. Small Cap ETF | 4.7M | $173.2M | 9.0% | $25.01 | +41.98% | 12 qtrssince 2019-Q1 | Decreased 0 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 6.3M | $158.1M | 8.3% | $15.68 | +38.74% | 12 qtrssince 2019-Q1 | Increased 60 |
VANGUARD MEGA CAP ETF | 286,772 | $48.2M | 2.5% | $125.68 | +27.29% | 7 qtrssince 2020-Q2 | Increased 55 |
ISHARES CORE MSCI EAFE ETF | 467,227 | $34.9M | 1.8% | $59.76 | +9.83% | 7 qtrssince 2020-Q2 | Increased 54 |
ISHARES TR | 289,598 | $32.9M | 1.7% | $100.94 | -1.36% | 12 qtrssince 2019-Q1 | Increased 57 |
SCHWAB US SMALL-CAP ETF | 241,251 | $24.7M | 1.3% | $23.83 | +1.55% | 4 qtrssince 2021-Q1 | Increased 57 |
NEW YORK LIFE INVTS ACTIVE E | 980,000 | $24.5M | 1.3% | $21.79 | 0.00% | 1 qtr | New 66 |
VANGUARD MID-CAP ETF | 70,494 | $18M | 0.9% | $48.84 | +21.55% | 7 qtrssince 2020-Q2 | Increased 42 |
ISHARES SHORT TREASURY BOND | 157,474 | $17.4M | 0.9% | $90.67 | +2.44% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 97,447 | $16.4M | 0.9% | $125.43 | +23.65% | 9 qtrssince 2019-Q4 | Decreased 0 |
SCHWAB US AGGREGATE BOND ETF | 292,689 | $15.8M | 0.8% | $23.63 | -1.05% | 7 qtrssince 2020-Q2 | Increased 44 |
ISHARES TR | 138,190 | $15.8M | 0.8% | $98.77 | -1.00% | 7 qtrssince 2020-Q2 | Increased 44 |
INVESCO EXCH TRADED FD TR II | 671,039 | $14.8M | 0.8% | $15.46 | +3.30% | 12 qtrssince 2019-Q1 | Increased 44 |
VANGUARD WORLD FD | 106,772 | $11.4M | 0.6% | $81.10 | +19.56% | 7 qtrssince 2020-Q2 | Decreased 0 |
SCHWAB US MID CAP ETF | 115,346 | $9.3M | 0.5% | $22.46 | +12.22% | 7 qtrssince 2020-Q2 | Increased 50 |
ISHARES TR | 175,147 | $7.9M | 0.4% | $33.29 | +4.14% | 7 qtrssince 2020-Q2 | Increased 46 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $1.9B across 46 positions as of Q4 2021. Top holdings: IQSU (23.7%), CLRG (17.5%), IQIN (12.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Added 5 new positions, exited 2, increased 27, trimmed 9. Top move: MMCA (NEW, conviction 66). Portfolio: $1.9B across 46 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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