NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,196 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
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% | $29.06 | +6.15% | 11 qtrssince 2020-Q2 | Increased 57 |
MICROSOFT CORP | 1.2M | $282.9M | 3.2% | $252.93 | -7.40% | 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 |
NEW YORK LIFE INVTS ACTIVE E | 11.4M | $235.6M | 2.7% | $18.19 | -3.40% | 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% | $21.87 | +3.98% | 11 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 1.4M | $117.6M | 1.3% | $108.93 | -22.89% | 3 qtrssince 2022-Q2 | Increased 47 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 5.4M | $114.2M | 1.3% | $15.69 | +23.59% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S/T CORP BOND ETF | 1.4M | $107.9M | 1.2% | $66.73 | +0.06% | 3 qtrssince 2022-Q2 | Decreased 0 |
ALPHABET INC-CL A | 971,162 | $85.7M | 1.0% | $97.40 | -10.09% | 3 qtrssince 2022-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 253,499 | $78.3M | 0.9% | $273.49 | +12.95% | 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-CL C | 833,787 | $74M | 0.8% | $98.08 | -10.21% | 3 qtrssince 2022-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 138,947 | $73.7M | 0.8% | $485.18 | +3.45% | 3 qtrssince 2022-Q2 | Decreased 0 |
JOHNSON & JOHNSON | 373,739 | $66M | 0.8% | $159.42 | +1.15% | 3 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD MEGA CAP ETF | 470,199 | $62.3M | 0.7% | $126.90 | +0.53% | 11 qtrssince 2020-Q2 | Increased 47 |
SPDR BLOOMBERG CONVERTIBLE S | 940,802 | $60.5M | 0.7% | $59.60 | +1.13% | 3 qtrssince 2022-Q2 | Decreased 0 |
ISHARES 1-5Y INV GRADE CORP | 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 Rating: 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
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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