☆NEW YORK LIFE INSURANCE CO
Quality Q
0.758
AUM ($M)
527
Positions
3
Turnover
0.21
Top-10 wt
100%
Herfindahl
0.644
History (qtrs)
6
Excess Return
—
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Holdings · 6 positions · portfolio value $527M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VOO funds › | VANGUARD 500 INDEX FUND | ADD | — | 77.7% | +18.9% | 409.5 | 596,181 | +113,699 | 0 | — |
| ☆SPY funds › | S&P DEPOSITORY RECEIPTS | HOLD | — | 20.2% | +1.3% | 106.4 | 142,522 | +0 | 0 | — |
| ☆NTSK funds › | NETSKOPE INC | HOLD | — | 2.1% | +0.4% | 11.3 | 1,035,245 | +0 | 0 | — |
| ☆MMSD funds › | NYLI MACKAY MUNI SHRT DURAT | EXIT | — | 0.0% | -10.2% | 0.0 | 0 | -1,977,705 | 0 | — |
| ☆MMCA funds › | NYLI MACKAY CALIFORNIA MUNI INTERMEDIATE | EXIT | — | 0.0% | -5.1% | 0.0 | 0 | -1,151,544 | 0 | — |
| ☆SECR funds › | NYLI MACKAY SECURITIZED INCOME ETF | EXIT | — | 0.0% | -5.3% | 0.0 | 0 | -1,013,087 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 527 | 3 | 0.21 | 100% | 0.644 | 0.758 | — | in |
| 2026Q1 | 491 | 6 | 0.08 | 100% | 0.397 | 0.902 | — | in |
| 2025Q4 | 456 | 6 | 0.10 | 100% | 0.328 | 0.854 | — | in |
| 2025Q3 | 406 | 5 | 0.08 | 100% | 0.384 | 0.873 | — | in |
| 2025Q2 | 351 | 5 | 0.07 | 100% | 0.436 | 0.885 | — | entered |
| 2025Q1 | 297 | 3 | 0.00 | 100% | 0.493 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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