NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q2 2019
Top Holdings2,543 positions
ISHARES TR | 16.1M | $4.7B | 19.1% | $227.98 | +15.79% | 3 qtrssince 2018-Q4 | Increased 67 |
SCHWAB STRATEGIC TR | 60M | $1.9B | 7.7% | $11.67 | +11.82% | 3 qtrssince 2018-Q4 | Increased 68 |
VANGUARD BD INDEX FDS | 23M | $1.9B | 7.7% | $63.39 | +5.69% | 3 qtrssince 2018-Q4 | Increased 67 |
ISHARES TR | 7.6M | $1.5B | 5.9% | $30.26 | +15.44% | 3 qtrssince 2018-Q4 | Increased 67 |
VANGUARD INTL EQUITY INDEX F | 32.5M | $1.4B | 5.6% | $31.13 | +10.59% | 3 qtrssince 2018-Q4 | Increased 67 |
SPDR S&P 500 ETF TR | 4.4M | $1.3B | 5.2% | $223.74 | +17.94% | 3 qtrssince 2018-Q4 | Increased 63 |
VANGUARD TAX-MANAGED FDS | 28M | $1.2B | 4.7% | $30.07 | +12.34% | 3 qtrssince 2018-Q4 | Increased 61 |
| 6.3M | $511.1M | 2.1% | — | — | 3 qtrssince 2018-Q4 | Increased 57 | |
ISHARES TR | 6M | $468.1M | 1.9% | $62.69 | +11.68% | 3 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 7.4M | $384M | 1.5% | $40.01 | +2.85% | 3 qtrssince 2018-Q4 | Increased 52 |
INVESCO QQQ TR | 2M | $380.9M | 1.5% | $148.98 | +20.45% | 3 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 3.4M | $301.1M | 1.2% | $56.71 | +18.24% | 3 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 4.3M | $265M | 1.1% | $48.32 | +12.97% | 3 qtrssince 2018-Q4 | Increased 59 |
VANGUARD MUN BD FDS | 5M | $263.9M | 1.1% | $42.48 | +3.96% | 3 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 2.3M | $258.3M | 1.0% | $90.12 | +4.66% | 3 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 4M | $245.9M | 1.0% | $44.74 | +12.73% | 3 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 3.3M | $239M | 1.0% | $54.44 | +9.04% | 3 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 2.8M | $186.4M | 0.7% | $47.57 | +14.24% | 3 qtrssince 2018-Q4 | Increased 43 |
INVESCO EXCHANGE TRADED FD T | 1.5M | $167M | 0.7% | $79.99 | +18.90% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 3.1M | $161.7M | 0.6% | $39.38 | +8.20% | 3 qtrssince 2018-Q4 | Increased 51 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $24.9B across 2543 positions as of Q2 2019. Top holdings: IVV (19.1%), SCHF (7.7%), BND (7.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 280 new positions, 338 exits, 976 increased. Top move: SCHF (INCREASED, conviction 68). Portfolio: $24.9B across 2543 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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