NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,313 positions
Apple Inc | 2.3M | $437.9M | 4.5% | $133.91 | +42.04% | 7 qtrssince 2022-Q2 | Decreased 0 |
Microsoft Corp | 1.2M | $434M | 4.4% | $248.02 | +48.45% | 7 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.5M | $272.6M | 2.8% | $29.09 | +40.04% | 15 qtrssince 2020-Q2 | Decreased 0 |
INDEXIQ ACTIVE ETF TR | 10.4M | $218.8M | 2.2% | $17.84 | +1.78% | 8 qtrssince 2022-Q1 | Decreased 0 |
Amazon.com Inc | 1.4M | $216M | 2.2% | $106.55 | +42.60% | 7 qtrssince 2022-Q2 | Increased 53 |
NEW YORK LIFE INVESTMENTS ET | 6.5M | $194.8M | 2.0% | $26.56 | +10.61% | 5 qtrssince 2022-Q4 | Increased 50 |
NVIDIA Corp | 350,920 | $173.8M | 1.8% | $15.10 | +226.96% | 7 qtrssince 2022-Q2 | Decreased 0 |
INDEXIQ ETF TR | 6.1M | $171.7M | 1.8% | $21.18 | +22.20% | 15 qtrssince 2020-Q2 | Decreased 0 |
INDEXIQ ETF TR | 5.2M | $170.2M | 1.7% | $19.74 | +61.63% | 20 qtrssince 2019-Q1 | Decreased 0 |
iShares Floating Rate Bond ETF | 3.1M | $158.6M | 1.6% | $42.67 | +4.14% | 7 qtrssince 2022-Q2 | Decreased 0 |
INDEXIQ ETF TR | 4M | $146M | 1.5% | $26.04 | +37.95% | 20 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 6.5M | $132.3M | 1.4% | $19.98 | 0.00% | 1 qtr | New 69 |
Alphabet Inc | 924,561 | $129.2M | 1.3% | $107.92 | +28.22% | 7 qtrssince 2022-Q2 | Decreased 0 |
Invesco Senior Loan ETF | 5.7M | $120.1M | 1.2% | $15.89 | +8.98% | 20 qtrssince 2019-Q1 | Increased 53 |
INDEXIQ ETF TR | 4.6M | $115.3M | 1.2% | $15.48 | +47.97% | 20 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 317,066 | $112.2M | 1.1% | $160.71 | +118.15% | 7 qtrssince 2022-Q2 | Decreased 0 |
Alphabet Inc | 772,566 | $108.9M | 1.1% | $108.35 | +28.85% | 7 qtrssince 2022-Q2 | Decreased 0 |
Tesla Inc | 433,430 | $107.7M | 1.1% | $225.88 | +10.01% | 7 qtrssince 2022-Q2 | Increased 47 |
SPDR INDEX SHS FDS | 1.8M | $101.9M | 1.0% | $47.85 | +11.27% | 7 qtrssince 2022-Q2 | Increased 47 |
SSGA ACTIVE ETF TR | 2.4M | $101.6M | 1.0% | $32.50 | +9.00% | 7 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $9.8B across 1313 positions as of Q4 2023. Top holdings: AAPL (4.5%), MSFT (4.4%), IQSU (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 83 new positions, 65 exits, 334 increased. Top move: ROOF (NEW, conviction 69). Portfolio: $9.8B across 1313 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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