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Latest NEW YORK LIFE INVESTMENT MANAGEMENT LLC Stock Portfolio

$14.32Billion | No. of Holdings #777

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Performance

2026 Q2+11.71%
YTD+7.65%
2025+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 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, New York Life Investment Management LLC reported an equity portfolio of $14.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of New York Life Investment Management LLC are NVDA, AAPL, MSFT. The fund has invested 5.1% of it's portfolio in NVIDIA CORPORATION and 4.7% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), INVESCO ACTVELY MNGD ETC FD (PDBC) and TXNM ENERGY INC (PNM) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (IJR) and ESSENTIAL UTILS INC (WTRG). New York Life Investment Management LLC opened new stock positions in NEW YORK LIFE INVTS ACTIVE E, SPDR SERIES TRUST (BIL) and VANECK ETF TRUST (BUZZ). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO DB US DLR INDEX TR (UDN), SELECT SECTOR SPDR TR (XLB) and MARVELL TECHNOLOGY INC (MRVL).
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$14.32Billion
  as of Aug 10, 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 11.71% in the last quarter. In trailing 12 months, it's portfolio return was 16.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
new york life invts active e100,206,000
new york life invts active e40,061,800
new york life invts active e24,419,300
spdr series trust16,795,600
vaneck etf trust8,111,350
caesars entertainment inc ne7,966,220
organon & co6,812,200
taylor morrison home corp6,802,460
New stocks bought by NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Additions

Ticker% Inc.
invesco db us dlr index tr956
select sector spdr tr830
marvell technology inc595
new york life invts active e574
aes corp535
veeva sys inc452
equitable hldgs inc415
carvana co407
Additions to existing portfolio by NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Reductions

Ticker% Reduced
vanguard scottsdale fds-69.37
vanguard scottsdale fds-35.79
vanguard scottsdale fds-33.17
new york life invts active e-24.41
sterling infrastructure inc-13.68
salesforce inc-12.05
philip morris intl inc-10.79
kimberly-clark corp-9.86
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 32% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Industrials
  • Utilities
  • Consumer Defensive
  • Energy
  • Real Estate
Sector%
Others32
Technology26.3
Communication Services6.9
Consumer Cyclical6.5
Financial Services6.4
Healthcare6.2
Industrials5.4
Utilities3.1
Consumer Defensive3
Energy1.9
Real Estate1.5

Market Cap. Distribution

New York Life Investment Management LLC has about 66.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP43.3
UNALLOCATED31.9
LARGE-CAP23.4
MID-CAP1.1

Stocks belong to which Index?

About 64.3% 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 50061.7
Others35.8
RUSSELL 20002.6
Top 5 Winners (%)%
sandisk corp
255.2 %
MU
micron technology inc
241.6 %
INTC
intel corp
214.0 %
AMD
advanced micro devices inc
185.2 %
DELL
dell technologies inc
162.7 %
Top 5 Winners ($)$
MU
micron technology inc
137.5 M
NVDA
nvidia corporation
92.3 M
AMD
advanced micro devices inc
91.7 M
AAPL
apple inc
81.5 M
INTC
intel corp
67.0 M
Top 5 Losers (%)%
CVNA
carvana co
-69.3 %
VB
vanguard index fds
-61.7 %
INTU
intuit
-39.4 %
ZTS
zoetis inc
-39.0 %
CTSH
cognizant technology solutio
-36.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-89.4 M
XOM
exxon mobil corp
-19.1 M
CVNA
carvana co
-14.8 M
NFLX
netflix inc.
-14.5 M
CVX
chevron corporation
-10.7 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 777 stocks in it's portfolio. About 28.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. MU was the most profitable stock for New York Life Investment Management LLC last quarter.

$13.94BTotal Value
500Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of NEW YORK LIFE INVESTMENT MANAGEMENT LLC, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
NEW YORK LIFE INVESTMENT MANAGEMENT LLC's holding in Ishares Tr over time
0.31%417,162
$44.90M
0.31%
increased 78.73 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
NEW YORK LIFE INVESTMENT MANAGEMENT LLC's holding in Ishares Tr over time
0.21%286,461
$30.39M
0.21%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
NEW YORK LIFE INVESTMENT MANAGEMENT LLC's holding in Ishares Tr over time
0.14%394,542
$20.24M
0.14%
decreased 8.75 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
NEW YORK LIFE INVESTMENT MANAGEMENT LLC's holding in Ishares Tr over time
0.02%11,233
$2.72M
0.02%
new position
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
NEW YORK LIFE INVESTMENT MANAGEMENT LLC's holding in Dbx Etf Tr over time
0.04%143,143
$5.23M
0.04%
new position