NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,196 positions
Apple Inc. | 2.4M | $308.7M | 3.5% | $133.91 | -4.68% | 3 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 9.6M | $306.6M | 3.5% | $29.09 | +5.32% | 11 qtrssince 2020-Q2 | Increased 57 |
Microsoft Corp. | 1.2M | $282.9M | 3.2% | $248.02 | -6.16% | 3 qtrssince 2022-Q2 | Increased 56 |
IQ U.S. Large Cap ETF | 8.6M | $269.2M | 3.1% | $21.96 | +41.13% | 16 qtrssince 2019-Q1 | Decreased 0 |
NYLIM MACKAY CORE PLUS BOND ETF | 11.4M | $235.6M | 2.7% | $17.85 | -5.08% | 4 qtrssince 2022-Q1 | Increased 67 |
IQ U.S. Small Cap ETF | 6.2M | $197M | 2.3% | $26.04 | +20.13% | 16 qtrssince 2019-Q1 | Increased 52 |
NYLI 500 International ETF | 6.1M | $173.2M | 2.0% | $19.67 | +34.42% | 16 qtrssince 2019-Q1 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 7M | $172.7M | 2.0% | $21.13 | +5.36% | 11 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com, Inc. | 1.4M | $117.6M | 1.3% | $106.23 | -20.93% | 3 qtrssince 2022-Q2 | Increased 47 |
NYLIM FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 5.4M | $114.2M | 1.3% | $15.47 | +23.89% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 1.4M | $107.9M | 1.2% | $66.73 | +0.06% | 3 qtrssince 2022-Q2 | Decreased 0 |
Alphabet Inc. | 971,162 | $85.7M | 1.0% | $107.94 | -19.03% | 3 qtrssince 2022-Q2 | Decreased 0 |
Berkshire Hathaway Inc. | 253,499 | $78.3M | 0.9% | $273.02 | +13.14% | 3 qtrssince 2022-Q2 | Decreased 0 |
EXXON MOBIL CORP | 700,897 | $77.3M | 0.9% | $77.67 | +27.25% | 3 qtrssince 2022-Q2 | Decreased 0 |
Alphabet Inc. | 833,787 | $74M | 0.8% | $108.35 | -18.87% | 3 qtrssince 2022-Q2 | Decreased 0 |
UnitedHealth Group Inc. | 138,947 | $73.7M | 0.8% | $473.86 | +3.87% | 3 qtrssince 2022-Q2 | Decreased 0 |
Johnson & Johnson | 373,739 | $66M | 0.8% | $157.36 | +0.85% | 3 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD MORNINGSTAR MEGA CAP ETF | 470,199 | $62.3M | 0.7% | $125.95 | +0.75% | 11 qtrssince 2020-Q2 | Increased 47 |
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 940,802 | $60.5M | 0.7% | $59.60 | +1.13% | 3 qtrssince 2022-Q2 | Decreased 0 |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 1.2M | $59.2M | 0.7% | $44.06 | +0.09% | 3 qtrssince 2022-Q2 | Increased 43 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $8.7B across 1196 positions as of Q4 2022. Top holdings: AAPL (3.5%), IQSU (3.5%), MSFT (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 35 new positions, 41 exits, 730 increased. Top move: CPLB (INCREASED, conviction 67). Portfolio: $8.7B across 1196 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
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