NYLIM

New York Life Investment Management Portfolio holdings

AUM $10.7B
1-Year Est. Return 20.03%
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$6.22M
3
+$6.09M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.01M
5
CSM icon
ProShares Large Cap Core Plus
CSM
+$4.98M

Top Sells

1
+$8.15M
2
+$6.92M
3
+$6.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M
5
DBB icon
Invesco DB Base Metals Fund
DBB
+$4.1M

Sector Composition

1 Real Estate 4.74%
2 Consumer Staples 1.02%
3 Healthcare 0.9%
4 Communication Services 0.83%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23K 0.01%
900
+700
152
$12K ﹤0.01%
200
153
$8K ﹤0.01%
+500
154
$7K ﹤0.01%
+200
155
$4K ﹤0.01%
100
156
– –
-253,798
157
– –
-2,416
158
– –
-82,124
159
– –
-2,452
160
– –
-3,000
161
– –
0
162
– –
0
3 4 5 6
7