NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q1 2023
Top Holdings3,341 positions
ISHARES TR | 27M | $11.1B | 15.5% | $290.38 | +35.16% | 18 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD BD INDEX FDS | 75.8M | $5.6B | 7.8% | $66.86 | -2.57% | 18 qtrssince 2018-Q4 | Increased 71 |
SCHWAB STRATEGIC TR | 118M | $4.1B | 5.7% | $13.40 | +17.17% | 18 qtrssince 2018-Q4 | Increased 65 |
ISHARES TR | 15.7M | $3.9B | 5.5% | $37.65 | +26.75% | 18 qtrssince 2018-Q4 | Increased 66 |
ISHARES TR | 28.5M | $2.8B | 3.9% | $76.70 | +19.36% | 18 qtrssince 2018-Q4 | Increased 62 |
VANGUARD INTL EQUITY INDEX F | 59.2M | $2.4B | 3.3% | $34.75 | +5.41% | 18 qtrssince 2018-Q4 | Increased 62 |
STATE STR SPDR S&P 500 ETF T | 5.6M | $2.3B | 3.2% | $266.62 | +47.01% | 18 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 50.3M | $2.3B | 3.2% | $40.18 | +2.87% | 18 qtrssince 2018-Q4 | Increased 61 |
VANGUARD TAX-MANAGED FDS | 40.2M | $1.8B | 2.5% | $34.60 | +17.52% | 18 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 24.7M | $1.7B | 2.3% | $48.83 | +22.94% | 18 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 16.4M | $1.5B | 2.1% | $71.61 | +18.87% | 18 qtrssince 2018-Q4 | Increased 58 |
VANGUARD MUN BD FDS | 24M | $1.2B | 1.7% | $45.19 | +0.58% | 18 qtrssince 2018-Q4 | Increased 59 |
ISHARES GOLD TR | 27.2M | $1B | 1.4% | $34.45 | +9.05% | 18 qtrssince 2018-Q4 | Increased 51 |
INVESCO QQQ TR | 3M | $971.8M | 1.4% | $192.55 | +61.30% | 18 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 4.5M | $942.3M | 1.3% | $40.75 | +22.99% | 18 qtrssince 2018-Q4 | Decreased 0 |
GOLDMAN SACHS ETF TR | 10.9M | $883.4M | 1.2% | $63.02 | +23.56% | 18 qtrssince 2018-Q4 | Increased 50 |
ISHARES INC | 16.1M | $786.3M | 1.1% | $41.20 | +8.42% | 18 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 7.1M | $707.4M | 1.0% | $89.74 | -2.17% | 18 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 15M | $692.8M | 1.0% | $41.02 | -1.85% | 18 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 7.7M | $637.5M | 0.9% | $69.62 | +4.72% | 18 qtrssince 2018-Q4 | Increased 47 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $71.6B across 3341 positions as of Q1 2023. Top holdings: IVV (15.5%), BND (7.8%), SCHF (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 377 new positions, 355 exits, 1319 increased. Top move: BND (INCREASED, conviction 71). Portfolio: $71.6B across 3341 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR