NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings819 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.2M | $549.5M | 5.4% | $135.50 | +83.48% | 11 qtrssince 2022-Q2 | Increased 61 |
MICROSOFT CORP | 1.1M | $457.8M | 4.5% | $254.24 | +65.87% | 11 qtrssince 2022-Q2 | Increased 58 |
NVIDIA CORP | 3.3M | $442.3M | 4.3% | $113.34 | +21.28% | 11 qtrssince 2022-Q2 | Increased 57 |
AMAZON.COM INC | 1.3M | $295.2M | 2.9% | $117.24 | +88.76% | 11 qtrssince 2022-Q2 | Increased 57 |
NEW YORK LIFE INVTS ACTIVE E | 14.1M | $292.4M | 2.9% | $18.86 | +3.98% | 12 qtrssince 2022-Q1 | Increased 83 |
NEW YORK LIFE INVESTMENTS ET | 5.4M | $260.9M | 2.5% | $29.06 | +65.30% | 19 qtrssince 2020-Q2 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.4M | $207.4M | 2.0% | $27.08 | +18.38% | 9 qtrssince 2022-Q4 | Decreased 0 |
NEW YORK LIFE INVESTMENTS ET | 6.1M | $174.2M | 1.7% | $23.29 | +19.33% | 19 qtrssince 2020-Q2 | Increased 61 |
META PLATFORMS INC-CLASS A | 293,890 | $172.1M | 1.7% | $166.28 | +254.46% | 11 qtrssince 2022-Q2 | Increased 48 |
TESLA INC | 415,761 | $167.9M | 1.6% | $254.75 | +63.85% | 11 qtrssince 2022-Q2 | Increased 48 |
ALPHABET INC-CL A | 852,090 | $161.3M | 1.6% | $97.54 | +95.29% | 11 qtrssince 2022-Q2 | Increased 48 |
ISHARES FLOATING RATE BOND E | 3.1M | $155.4M | 1.5% | $43.37 | +9.14% | 11 qtrssince 2022-Q2 | Increased 54 |
BROADCOM INC | 626,950 | $145.4M | 1.4% | $158.65 | +44.29% | 11 qtrssince 2022-Q2 | Increased 48 |
ALPHABET INC-CL C | 692,102 | $131.8M | 1.3% | $98.08 | +95.70% | 11 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 5.1M | $129.3M | 1.3% | $23.82 | 0.00% | 3 qtrssince 2024-Q2 | Increased 64 |
VANGUARD MEGA CAP ETF | 536,666 | $114.1M | 1.1% | $146.09 | +44.82% | 19 qtrssince 2020-Q2 | Increased 49 |
BERKSHIRE HATHAWAY INC-CL B | 244,232 | $110.7M | 1.1% | $277.24 | +63.10% | 11 qtrssince 2022-Q2 | Increased 48 |
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | 4.2M | $109.2M | 1.1% | $15.82 | +56.91% | 24 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 377,866 | $90.6M | 0.9% | $104.78 | +122.67% | 11 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 1.8M | $85.3M | 0.8% | $38.41 | +24.35% | 11 qtrssince 2022-Q2 | Increased 54 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $10.2B across 819 positions as of Q4 2024. Top holdings: AAPL (5.4%), MSFT (4.5%), NVDA (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 63 new positions, 89 exits, 337 increased. Top move: CPLB (INCREASED, conviction 83). Portfolio: $10.2B across 819 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