How many stocks does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

As of Q1 2020, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 2,687 positions in their 13F portfolio.

What is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's largest holding?

IVV at 18.4% of portfolio, worth $4.8B.

What is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's total portfolio value?

$25.9B as of Q1 2020, tracked across 2,687 holdings.

Is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO a hedge fund?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's portfolio changed in Q1 2020?

View NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest portfolio changes, new positions, and exits for Q1 2020 on HoldingsIntel.

What is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's investment strategy?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Institutional investor · Portfolio as of Q1 2020

SEC EDGAR SourceSEC Filings

Top Holdings2,687 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES CORE S&P 500 ETF	18.5M	$4.8B	18.4%	—	$232.31	+3.79%	6 qtrssince 2018-Q4	Increased 66
BND ETF VANGUARD TOTAL BOND MARKET	23.3M	$2B	7.7%	—	$63.81	+10.01%	6 qtrssince 2018-Q4	Decreased 0
SCHF ETF SCHWAB INTL EQUITY ETF	68.6M	$1.8B	6.8%	—	$11.72	-7.45%	6 qtrssince 2018-Q4	Increased 70
IJH ETF ISHARES CORE S&P MIDCAP ETF	9.2M	$1.3B	5.1%	—	$30.50	-12.33%	6 qtrssince 2018-Q4	Increased 68
VWO ETF VANGUARD FTSE EMERGING MARKETS	36.8M	$1.2B	4.8%	—	$31.67	-12.02%	6 qtrssince 2018-Q4	Increased 59
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	4.5M	$1.2B	4.5%	—	$224.57	+7.39%	6 qtrssince 2018-Q4	Increased 61
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	17.3M	$973.5M	3.8%	—	$67.35	-23.68%	6 qtrssince 2018-Q4	Increased 66
VEA ETF VANGUARD FTSE DEVELOPED ETF	24.2M	$806.4M	3.1%	—	$30.30	-7.74%	6 qtrssince 2018-Q4	Decreased 0
IEFA ETF ISHARES CORE MSCI EAFE ETF	12.2M	$607.4M	2.3%	—	$43.08	-2.86%	6 qtrssince 2018-Q4	Increased 87
VTIP ETF VANGUARD SHORT-TERM TIPS	11.9M	$577.7M	2.2%	—	$39.08	+0.29%	6 qtrssince 2018-Q4	Decreased 0
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	2.3M	$431.8M	1.7%	—	$153.85	+20.70%	6 qtrssince 2018-Q4	Increased 56
USMV ETF ISHARES EDGE MSCI MIN VOL US	7.3M	$392.6M	1.5%	—	$52.07	-3.38%	6 qtrssince 2018-Q4	Increased 52
IUSB ETF ISHARES TR	7M	$366.7M	1.4%	—	$40.10	+6.59%	6 qtrssince 2018-Q4	Decreased 0
??VANGUARD BD INDEX FDS Bond	4.4M	$363.8M	1.4%	—	—	—	6 qtrssince 2018-Q4	Decreased 0
IEMG ETF ISHARES CORE MSCI EMERGING	8.4M	$339.8M	1.3%	—	$36.81	-7.26%	6 qtrssince 2018-Q4	Increased 79
VTEB ETF VANGUARD TAX-EXEMPT BOND ETF	6.3M	$333.7M	1.3%	—	$43.02	+4.06%	6 qtrssince 2018-Q4	Increased 49
EFAV ETF ISHARES MSCI EAFE MIN VOL FA	4.7M	$294.6M	1.1%	—	$56.73	-5.61%	6 qtrssince 2018-Q4	Increased 54
MUB ETF ISHARES NATIONAL MUNI BOND E	2.3M	$257.4M	1.0%	—	$90.52	+5.97%	6 qtrssince 2018-Q4	Decreased 0
VO ETF VANGUARD MID-CAP ETF	1.9M	$250.8M	1.0%	—	$30.72	-2.56%	6 qtrssince 2018-Q4	Increased 70
VNQ ETF VANGUARD REAL ESTATE ETF ETF	3.1M	$216.4M	0.8%	—	$58.30	-1.39%	6 qtrssince 2018-Q4	Increased 44