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Kevin Bopp

@New York Life Investment Management Llc

Latest period2024 - Q3ReportedManaged Assets$10.282BTotal holdings845
Assets growth rate3.39%Assets growth rate (2-Q avg)1.21%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in New York Life Investment Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 845 positions.

Assets under management

The assets under management (AUM) of New York Life Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 10.282B in assets, with a quarterly growth rate of 3.39% and a 2-quarter average growth rate of 1.21%. The portfolio is managed by Kevin Bopp, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 1.26%
4.96%
$509.557M
2.187M shares@ $233.0 avg price
4540⤦New York Life Investments Et
Recent Activity
Increased 0.55%
1.45%
$148.124M
4.222M shares@ $35.09 avg price
FLOTIshares Tr
Recent Activity
Increased 5.21%
1.35%
$138.18M
2.707M shares@ $51.04 avg price
HFXINew York Life Investments Et
Recent Activity
Increased 0.34%
1.12%
$114.699M
4.15M shares@ $27.65 avg price
AVGOBroadcom Inc
Recent Activity
Increased 933.76%
1.05%
$106.984M
620,199 shares@ $172.51 avg price
VVisa Inc
Recent Activity
Increased 2.29%
0.66%
$67.562M
245,726 shares@ $274.96 avg price
UUPInvesco Db Us Dlr Index Tr
Recent Activity
Increased 36.63%
0.62%
$62.769M
2.227M shares@ $28.18 avg price
IWLGNew York Life Invts Active E
Recent Activity
Increased 49.38%
0.6%
$60.893M
1.34M shares@ $45.46 avg price
CWBSpdr Ser Tr
Recent Activity
Increased 2.19%
0.58%
$58.876M
768,722 shares@ $76.6 avg price
VOVanguard Index Fds
Recent Activity
Increased 8.3%
0.51%
$51.565M
195,844 shares@ $263.3 avg price