NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,313 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
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% | $252.93 | +46.49% | 7 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.5M | $272.6M | 2.8% | $29.06 | +41.11% | 15 qtrssince 2020-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 10.4M | $218.8M | 2.2% | $18.18 | +3.50% | 8 qtrssince 2022-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $216M | 2.2% | $109.20 | +39.14% | 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% | $15.52 | +218.84% | 7 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.1M | $171.7M | 1.8% | $21.91 | +20.64% | 15 qtrssince 2020-Q2 | Decreased 0 |
NYLI 500 International ETF | 5.2M | $170.2M | 1.7% | $19.74 | +61.63% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES FLOATING RATE BOND E | 3.1M | $158.6M | 1.6% | $42.67 | +4.14% | 7 qtrssince 2022-Q2 | Decreased 0 |
IQ U.S. Small Cap ETF | 4M | $146M | 1.5% | $26.04 | +37.95% | 20 qtrssince 2019-Q1 | Decreased 0 |
NYLI CBRE NextGen Real Estate E | 6.5M | $132.3M | 1.4% | $19.98 | 0.00% | 1 qtr | New 69 |
ALPHABET INC-CL A | 924,561 | $129.2M | 1.3% | $97.41 | +42.33% | 7 qtrssince 2022-Q2 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 5.7M | $120.1M | 1.2% | $16.07 | +8.98% | 20 qtrssince 2019-Q1 | Increased 53 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 4.6M | $115.3M | 1.2% | $15.70 | +47.67% | 20 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 317,066 | $112.2M | 1.1% | $163.78 | +114.62% | 7 qtrssince 2022-Q2 | Decreased 0 |
ALPHABET INC-CL C | 772,566 | $108.9M | 1.1% | $98.08 | +42.62% | 7 qtrssince 2022-Q2 | Decreased 0 |
TESLA INC | 433,430 | $107.7M | 1.1% | $253.99 | -2.17% | 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 Rating: 4/5.0.
Active quarter - 82 new positions, 64 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