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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
GOOGAlphabet Inc
Recent Activity
Decreased -3.49%
1.14%
$116.2M
695,015 shares@ $167.2 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.93%
1.09%
$111.463M
242,174 shares@ $460.26 avg price
TSLATesla Inc
Recent Activity
Decreased -2.89%
1.05%
$107.866M
412,283 shares@ $261.63 avg price
MGCVanguard World Fd
Recent Activity
Decreased -13.64%
1.05%
$107.378M
519,636 shares@ $206.64 avg price
SECRNew York Life Invts Active E
Recent Activity
Decreased -7.44%
0.92%
$94.493M
3.54M shares@ $26.7 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -4.24%
0.92%
$93.742M
105,811 shares@ $885.94 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.67%
0.79%
$80.426M
137,555 shares@ $584.68 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -3.79%
0.78%
$79.975M
379,281 shares@ $210.87 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -4.09%
0.68%
$69.352M
591,638 shares@ $117.22 avg price
IQHINew York Life Invts Active E
Recent Activity
Decreased -2.49%
0.6%
$61.24M
2.258M shares@ $27.12 avg price