How many stocks does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

As of Q1 2021, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 2,829 positions in their 13F portfolio.

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

IVV at 15.8% of portfolio, worth $7.5B.

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

$47.1B as of Q1 2021, tracked across 2,829 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 2021?

View NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest portfolio changes, new positions, and exits for Q1 2021 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 2021

SEC EDGAR SourceSEC Filings

Top Holdings2,829 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	18.7M	$7.5B	15.8%	—	$241.14	+53.53%	10 qtrssince 2018-Q4	Decreased 0
SCHF ETF SCHWAB INTL EQUITY ETF	80.6M	$3B	6.4%	—	$12.10	+33.35%	10 qtrssince 2018-Q4	Increased 64
BND ETF VANGUARD TOTAL BOND MARKET	33.7M	$2.9B	6.1%	—	$66.62	+7.03%	10 qtrssince 2018-Q4	Increased 69
IJH ETF ISHARES CORE S&P MIDCAP ETF	10.9M	$2.8B	6.0%	—	$31.27	+55.14%	10 qtrssince 2018-Q4	Increased 63
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	19.4M	$2.1B	4.5%	—	$67.31	+48.72%	10 qtrssince 2018-Q4	Decreased 0
VWO ETF VANGUARD FTSE EMERGING MARKETS	40M	$2.1B	4.4%	—	$32.32	+36.64%	10 qtrssince 2018-Q4	Increased 60
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	4.4M	$1.7B	3.7%	—	$229.86	+60.83%	10 qtrssince 2018-Q4	Decreased 0
VLUE ETF ISHARES MSCI USA VALUE FACTO	12.1M	$1.2B	2.6%	—	$66.24	+36.29%	10 qtrssince 2018-Q4	Increased 58
VEA ETF VANGUARD FTSE DEVELOPED ETF	24.7M	$1.2B	2.6%	—	$31.19	+35.05%	10 qtrssince 2018-Q4	Increased 57
IEFA ETF ISHARES CORE MSCI EAFE ETF	15.8M	$1.1B	2.4%	—	$45.88	+34.25%	10 qtrssince 2018-Q4	Increased 60
IAU ETF ISHARES	66M	$1.1B	2.3%	—	—	—	—	—
VTIP ETF VANGUARD SHORT-TERM TIPS	20.7M	$1.1B	2.3%	—	$39.95	+5.26%	10 qtrssince 2018-Q4	Increased 62
GSLC ETF GOLDMAN ACTIVEBETA US LC ETF	11M	$868.3M	1.8%	—	$62.86	+17.56%	10 qtrssince 2018-Q4	Increased 50
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	2.6M	$835M	1.8%	—	$168.35	+81.41%	10 qtrssince 2018-Q4	Decreased 0
IEMG ETF ISHARES CORE MSCI EMERGING	10.3M	$660M	1.4%	—	$38.56	+43.81%	10 qtrssince 2018-Q4	Increased 53
VO ETF VANGUARD MID-CAP ETF	2.7M	$589.9M	1.3%	—	$33.63	+51.96%	10 qtrssince 2018-Q4	Increased 52
VTEB ETF VANGUARD TAX-EXEMPT BOND ETF	9.9M	$543.3M	1.2%	—	$44.44	+6.13%	10 qtrssince 2018-Q4	Increased 57
VNQ ETF VANGUARD REAL ESTATE ETF ETF	4.6M	$425.8M	0.9%	—	$64.44	+19.82%	10 qtrssince 2018-Q4	Increased 60
IUSB ETF ISHARES TR	7.5M	$396.3M	0.8%	—	$40.59	+8.55%	10 qtrssince 2018-Q4	Increased 48
USMV ETF ISHARES EDGE MSCI MIN VOL US	5.7M	$395.6M	0.8%	—	$52.36	+22.46%	10 qtrssince 2018-Q4	Decreased 0