Kevin Bopp

@New York Life Investment Management Llc

Latest period2024 - Q3

Reported2mo 12d ago

Managed Assets$10.282B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VGSHVanguard Scottsdale Fds Recent Activity Increased 18.3%	0.47%	$47.53M 805,323 shares@ $59.02 avg price	Increased 18.3%
AGGIshares Tr Recent Activity Increased 1.98%	0.46%	$46.399M 458,169 shares@ $101.28 avg price	Increased 1.98%
FLRNSpdr Ser Tr Recent Activity Increased 11.72%	0.46%	$46.275M 1.5M shares@ $30.85 avg price	Increased 11.72%
ICVTIshares Tr Recent Activity Increased 13.96%	0.39%	$39.983M 477,868 shares@ $83.68 avg price	Increased 13.96%
MNANew York Life Investments Et Recent Activity Increased 6.91%	0.37%	$37.827M 1.15M shares@ $32.89 avg price	Increased 6.91%
IEMGIshares Inc Recent Activity Increased 47.61%	0.35%	$35.839M 624,270 shares@ $57.41 avg price	Increased 47.61%
VEAVanguard Tax-managed Fds Recent Activity Increased 40.18%	0.34%	$34.177M 647,170 shares@ $52.82 avg price	Increased 40.18%
INDAIshares Tr Recent Activity Increased 43.38%	0.29%	$29.525M 504,448 shares@ $58.54 avg price	Increased 43.38%
IJHIshares Tr Recent Activity Increased 63.71%	0.29%	$29.213M 468,766 shares@ $62.32 avg price	Increased 63.71%
PFFIshares Tr Recent Activity Increased 13.35%	0.26%	$26.202M 788,503 shares@ $33.24 avg price	Increased 13.35%