Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest NEW YORK LIFE INVESTMENT MANAGEMENT LLC Stock Portfolio

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Performance:
2025 Q2: 65.98%YTD: 60.12%2024: 11.13%
Performance for 2025 Q2 is 65.98%, and YTD is 60.12%, and 2024 is 11.13%.

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 05-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $291.9 Billions. In it's latest 13F Holdings report, NEW YORK LIFE INVESTMENT MANAGEMENT LLC reported an equity portfolio of $10.7 Billions as of 30 Jun, 2025.

The top stock holdings of NEW YORK LIFE INVESTMENT MANAGEMENT LLC are MSFT, NVDA, AAPL. The fund has invested 5% of it's portfolio in MICROSOFT CORP and 4.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off INVESCO DB US DLR INDEX TR (UDN), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), INVESCO EXCH TRADED FD TR II (BAB) and ISHARES TR (IJR). NEW YORK LIFE INVESTMENT MANAGEMENT LLC opened new stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), ISHARES INC (EMGF) and DUN & BRADSTREET HLDGS INC (DNB). The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN TEMPLETON ETF TR (BUYZ), INFORMATICA INC (INFA) and OREILLY AUTOMOTIVE INC (ORLY).

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 65.98% in the last quarter. In trailing 12 months, it's portfolio return was 66.39%.
2019202020212022202320242025−20020406080Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
franklin templeton etf tr63,293,400
ishares inc39,994,700
dun & bradstreet hldgs inc9,030,100
txnm energy inc8,089,350
skechers u s a inc8,069,290
mr cooper group inc7,863,960
foot locker inc6,243,240
vanguard index fds5,124,580
New stocks bought by NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Additions

Ticker% Inc.
franklin templeton etf tr3,953
informatica inc2,446
oreilly automotive inc1,565
coinbase global inc890
walgreens boots alliance inc597
global x fds562
dbx etf tr474
select sector spdr tr286
Additions to existing portfolio by NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Reductions

Ticker% Reduced
invesco exch traded fd tr ii-70.51
ishares tr-53.12
insulet corp-43.17
invesco actvely mngd etc fd-35.4
ishares inc-33.41
ishares tr-29.05
ishares tr-25.06
spdr series trust-19.1
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 27.2% of it's holdings in Others sector.

27%24%
Sector%
Others27.2
Technology24.3
Financial Services8.7
Consumer Cyclical7.7
Communication Services7
Healthcare6.7
Industrials5.9
Consumer Defensive4
Utilities3.4
Energy2.1
Real Estate1.7
Basic Materials1.3

Market Cap. Distribution

NEW YORK LIFE INVESTMENT MANAGEMENT LLC has about 69% of it's portfolio invested in the large-cap and mega-cap stocks.

36%33%27%
Category%
MEGA-CAP36.4
LARGE-CAP32.6
UNALLOCATED27.2
MID-CAP1.9
SMALL-CAP1.9

Stocks belong to which Index?

About 69.6% of the stocks held by NEW YORK LIFE INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

67%30%
Index%
S&P 50067.2
Others30.3
RUSSELL 20002.4
Top 5 Winners (%)%
AMPS
ishares tr
3990.3 %
VIGL
vigil neuroscience inc
190.2 %
CRDO
credo technology group holdi
122.6 %
RBLX
roblox corp
78.3 %
STX
seagate technology hldngs pl
69.2 %
Top 5 Winners ($)$
AMPS
ishares tr
5977.6 M
NVDA
nvidia corporation
163.7 M
MSFT
microsoft corp
132.4 M
AVGO
broadcom inc
68.5 M
META
meta platforms inc
47.8 M
Top 5 Losers (%)%
ORLY
oreilly automotive inc
-93.5 %
SRPT
sarepta therapeutics inc
-72.2 %
FAST
fastenal co
-44.6 %
UNH
unitedhealth group inc
-40.3 %
ENPH
enphase energy inc
-35.6 %
Top 5 Losers ($)$
ORLY
oreilly automotive inc
-165.2 M
AAPL
apple inc
-36.5 M
UNH
unitedhealth group inc
-26.3 M
XOM
exxon mobil corp
-6.5 M
FAST
fastenal co
-5.8 M

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Holdings Map

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

MSFTNVDAAAPLAMZNESGBAGGPMETAAGGPAVGOAGGPGOOGTSLAEDVAMPSESGBGOOGESGBJPMAGGPVBNDWLLYNF..VE..IBCEMABUYZXOMCOSTWM..ES..PG..IJ..HD..VBJNJBILVTIPOR..BA..AB..CS..GEAGTAMPSAA..EM..BI..PL..

Current Stock Holdings of NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NEW YORK LIFE INVESTMENT MANAGEMENT LLC has 797 stocks in it's portfolio. About 28.8% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for NEW YORK LIFE INVESTMENT MANAGEMENT LLC last quarter.

Last Reported on: 01 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of MICROSOFT CORP Position Held By NEW YORK LIFE INVESTMENT MANAGEMENT LLC

What % of Portfolio is MSFT?:

No data available

Number of MSFT shares held:

No data available

Change in No. of Shares Held:

No data available