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Latest NEW YORK LIFE INVESTMENT MANAGEMENT LLC Stock Portfolio

$11.82Billion– No. of Holdings #780

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Performance:
2026 Q1: -3.63%YTD: -3.63%2025: 13.71%
Performance for 2026 Q1 is -3.63%, and YTD is -3.63%, and 2025 is 13.71%.

About NEW YORK LIFE INVESTMENT MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

NEW YORK LIFE INVESTMENT MANAGEMENT LLC is a hedge fund based in New York, NY. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported an equity portfolio of $11.8 Billions as of 31 Mar, 2026.

The top stock holdings of NEW YORK LIFE INVESTMENT MANAGEMENT LLC are NVDA, AAPL, MSFT. The fund has invested 5.2% of it's portfolio in NVIDIA CORPORATION and 4.9% of portfolio in APPLE INC.

The fund managers got completely rid off DAYFORCE INC (CDAY), ANYWHERE REAL ESTATE INC (HOUS) and AIR LEASE CORP (AL) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), MOLINA HEALTHCARE INC (MOH) and PAYCOM SOFTWARE INC (PAYC). NEW YORK LIFE INVESTMENT MANAGEMENT LLC opened new stock positions in CIENA CORP (CIEN), COHERENT CORP (COHR) and SEALED AIR CORP NEW (SEE). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), VERTIV HOLDINGS CO (VRT) and WEBSTER FINL CORP (WBS).
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Equity Portfolio Value
Last Reported on: 07 May, 2026

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that New York Life Investment Management LLC made a return of -3.63% in the last quarter. In trailing 12 months, it's portfolio return was 13.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ciena corp7,599,210
coherent corp6,194,180
sealed air corp new5,641,980
onestream inc5,176,270
amicus therapeutic4,430,540
masimo corp3,947,110
silicon laboratories inc3,591,630
digitalbridge group inc3,591,260
New stocks bought by NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Additions

Ticker% Inc.
vanguard scottsdale fds4,090
vertiv holdings co2,466
webster finl corp787
essential utils inc769
penumbra inc476
new york life investments et237
clorox co del92.01
regency ctrs corp90.1
Additions to existing portfolio by NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Reductions

Ticker% Reduced
ishares tr-53.99
j p morgan exchange traded f-37.19
franklin templeton etf tr-25.88
vanguard scottsdale fds-24.5
global x fds-21.72
ishares tr-21.63
spdr series trust-20.81
ishares inc-18.78
NEW YORK LIFE INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Sector Distribution

New York Life Investment Management LLC has about 29.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Utilities
  • Energy
  • Real Estate
Sector%
Others29.6
Technology23.7
Communication Services7.5
Financial Services7.1
Consumer Cyclical7.1
Healthcare6.7
Industrials5.9
Consumer Defensive3.7
Utilities3.3
Energy2.7
Real Estate1.7

Market Cap. Distribution

New York Life Investment Management LLC has about 67.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP41.6
UNALLOCATED29.6
LARGE-CAP25.7
MID-CAP2.7

Stocks belong to which Index?

About 67% of the stocks held by New York Life Investment Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50064.5
Others33
RUSSELL 20002.5
Top 5 Winners (%)%
sandisk corp
153.0 %
DOW
dow hldgs inc
76.6 %
APA
apa corporation
72.7 %
LITE
lumentum hldgs inc
67.4 %
CF
cf industries hold
67.2 %
Top 5 Winners ($)$
XOM
exxon mobil corp
28.6 M
CVX
chevron corporation
14.2 M
JNJ
johnson & johnson
12.7 M
AMAT
applied matls inc
10.4 M
ge vernova inc
8.7 M
Top 5 Losers (%)%
TEAM
atlassian corporation
-52.5 %
KD
kyndryl hldgs inc
-47.8 %
U
unity software inc
-47.0 %
APP
applovin corp
-40.1 %
MDB
mongodb inc
-40.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-125.2 M
NVDA
nvidia corporation
-41.9 M
AAPL
apple inc
-39.4 M
AMZN
amazon com inc
-32.4 M
TSLA
tesla inc
-32.3 M

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of NEW YORK LIFE INVESTMENT MANAGEMENT LLC

New York Life Investment Management LLC has 780 stocks in it's portfolio. About 28.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for New York Life Investment Management LLC last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions