NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,555 positions
ISHARES TR | 32.3M | $17B | 17.5% | $316.38 | +61.04% | 22 qtrssince 2018-Q4 | Increased 64 |
VANGUARD BD INDEX FDS | 118.7M | $8.6B | 8.9% | $65.93 | +0.41% | 22 qtrssince 2018-Q4 | Increased 64 |
ISHARES TR | 97.3M | $5.9B | 6.1% | $40.40 | +45.53% | 22 qtrssince 2018-Q4 | Increased 100 |
SCHWAB STRATEGIC TR | 140.7M | $5.5B | 5.6% | $13.96 | +30.02% | 22 qtrssince 2018-Q4 | Increased 65 |
ISHARES TR | 33.8M | $3.7B | 3.8% | $79.67 | +33.20% | 22 qtrssince 2018-Q4 | Increased 60 |
STATE STR SPDR S&P 500 ETF T | 6.3M | $3.3B | 3.4% | $287.65 | +76.63% | 22 qtrssince 2018-Q4 | Increased 60 |
VANGUARD TAX-MANAGED FDS | 48.6M | $2.4B | 2.5% | $36.20 | +29.17% | 22 qtrssince 2018-Q4 | Increased 58 |
VANGUARD INTL EQUITY INDEX F | 55.2M | $2.3B | 2.4% | $35.18 | +11.57% | 22 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 27.9M | $2.1B | 2.1% | $50.61 | +36.73% | 22 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 18.4M | $2B | 2.0% | $73.79 | +38.59% | 22 qtrssince 2018-Q4 | Increased 56 |
ISHARES INC | 36.5M | $1.9B | 1.9% | $40.61 | +18.71% | 22 qtrssince 2018-Q4 | Increased 52 |
VANGUARD MUN BD FDS | 34.6M | $1.8B | 1.8% | $45.23 | +3.35% | 22 qtrssince 2018-Q4 | Increased 53 |
INVESCO QQQ TR | 3.2M | $1.4B | 1.4% | $204.16 | +115.39% | 22 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 5.2M | $1.3B | 1.3% | $42.62 | +41.64% | 22 qtrssince 2018-Q4 | Increased 51 |
GOLDMAN SACHS ETF TR | 10.1M | $1B | 1.1% | $63.09 | +60.01% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 21.3M | $972.3M | 1.0% | $40.67 | +1.39% | 22 qtrssince 2018-Q4 | Increased 47 |
ISHARES INC | 16.2M | $837.1M | 0.9% | $41.92 | +15.87% | 22 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 8.5M | $828.4M | 0.9% | $88.67 | +0.60% | 22 qtrssince 2018-Q4 | Increased 47 |
PACER FDS TR | 13.4M | $776M | 0.8% | $43.17 | +28.37% | 13 qtrssince 2021-Q1 | Increased 49 |
ISHARES TR | 6.5M | $702.8M | 0.7% | $95.27 | +4.73% | 22 qtrssince 2018-Q4 | Increased 47 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $97.3B across 3555 positions as of Q1 2024. Top holdings: IVV (17.5%), BND (8.9%), IJH (6.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 460 new positions, 366 exits, 1399 increased. Top move: IJH (INCREASED, conviction 100). Portfolio: $97.3B across 3555 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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