NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings819 positions
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% | $249.33 | +66.76% | 11 qtrssince 2022-Q2 | Increased 58 |
NVIDIA CORPORATION | 3.3M | $442.3M | 4.3% | $20.91 | +540.59% | 11 qtrssince 2022-Q2 | Increased 57 |
AMAZON COM INC | 1.3M | $295.2M | 2.9% | $114.64 | +91.38% | 11 qtrssince 2022-Q2 | Increased 57 |
INDEXIQ ACTIVE ETF TR | 14.1M | $292.4M | 2.9% | $18.35 | +3.09% | 12 qtrssince 2022-Q1 | Increased 83 |
INDEXIQ ETF TR | 5.4M | $260.9M | 2.5% | $29.09 | +63.35% | 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 |
INDEXIQ ETF TR | 6.1M | $174.2M | 1.7% | $22.57 | +20.19% | 19 qtrssince 2020-Q2 | Increased 61 |
META PLATFORMS INC | 293,890 | $172.1M | 1.7% | $163.20 | +256.73% | 11 qtrssince 2022-Q2 | Increased 48 |
TESLA INC | 415,761 | $167.9M | 1.6% | $227.06 | +77.85% | 11 qtrssince 2022-Q2 | Increased 48 |
ALPHABET INC | 852,090 | $161.3M | 1.6% | $108.03 | +74.20% | 11 qtrssince 2022-Q2 | Increased 48 |
ISHARES TR | 3.1M | $155.4M | 1.5% | $43.37 | +9.14% | 11 qtrssince 2022-Q2 | Increased 54 |
BROADCOM INC | 626,950 | $145.4M | 1.4% | $51.81 | +341.05% | 11 qtrssince 2022-Q2 | Increased 48 |
ALPHABET INC | 692,102 | $131.8M | 1.3% | $108.35 | +74.75% | 11 qtrssince 2022-Q2 | Decreased 0 |
NEW YORK LIFE INVTS ACTIVE E | 5.1M | $129.3M | 1.3% | $23.06 | 0.00% | 3 qtrssince 2024-Q2 | Increased 64 |
VANGUARD WORLD FD | 536,666 | $114.1M | 1.1% | $145.10 | +44.31% | 19 qtrssince 2020-Q2 | Increased 49 |
BERKSHIRE HATHAWAY INC DEL | 244,232 | $110.7M | 1.1% | $276.80 | +63.76% | 11 qtrssince 2022-Q2 | Increased 48 |
NYLIM ETF TR | 4.2M | $109.2M | 1.1% | $15.60 | +57.95% | 24 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 377,866 | $90.6M | 0.9% | $101.37 | +128.33% | 11 qtrssince 2022-Q2 | Decreased 0 |
INDEXIQ ACTIVE ETF TR | 1.8M | $85.3M | 0.8% | $38.34 | +24.56% | 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 Score: 4/5.0.
Active quarter - 65 new positions, 91 exits, 335 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
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR