NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Q4 2024 13F-HR Holdings
Net value change ($000)
-41,707
(-0.4%)
New positions
65
Sold out positions
91
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q3 2024
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| CPLB | 131,433 | 81.7% |
| AMZN | 62,464 | 26.8% |
| TSLA | 60,035 | 55.7% |
| NVDA | 44,316 | 11.1% |
| AAPL | 39,957 | 7.8% |
| AVGO | 38,368 | 35.9% |
| SECR | 34,771 | 36.8% |
| IQSI | 27,376 | 18.6% |
| VTIP | 25,625 | 109.9% |
| IWLG | 24,451 | 40.2% |
Top Reduces (Value $000, Stocks/ETFs)
| New York Life Investments ETF Trust | -148,124 | -100.0% |
| New York Life Investments ETF Trust | -128,197 | -100.0% |
| IQSM | -23,461 | -10.2% |
| VGSH | -23,057 | -48.5% |
| Catalent, Inc. | -18,034 | -100.0% |
| UNH | -17,940 | -22.3% |
| BLK | -17,753 | -100.0% |
| LRCX | -15,841 | -100.0% |
| ANET | -13,175 | -100.0% |
| LLY | -11,378 | -12.1% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
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