NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q2 2020
Top Holdings2,426 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 20.1M | $6.2B | 19.2% | $236.34 | +19.36% | 7 qtrssince 2018-Q4 | Increased 68 |
SCHWAB INTL EQUITY ETF | 72.6M | $2.2B | 6.7% | $11.77 | +6.63% | 7 qtrssince 2018-Q4 | Increased 66 |
VANGUARD TOTAL BOND MARKET | 23.3M | $2.1B | 6.3% | $63.81 | +14.57% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 10.3M | $1.8B | 5.7% | $30.71 | +5.53% | 7 qtrssince 2018-Q4 | Increased 70 |
VANGUARD FTSE EMERGING MARKETS | 37.4M | $1.5B | 4.6% | $31.69 | +5.23% | 7 qtrssince 2018-Q4 | Increased 59 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.7M | $1.4B | 4.4% | $226.66 | +24.36% | 7 qtrssince 2018-Q4 | Increased 61 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 18.5M | $1.3B | 3.9% | $67.01 | -7.77% | 7 qtrssince 2018-Q4 | Increased 62 |
VANGUARD FTSE DEVELOPED ETF | 22.7M | $881.6M | 2.7% | $30.30 | +7.48% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 13.6M | $780.2M | 2.4% | $43.65 | +10.79% | 7 qtrssince 2018-Q4 | Increased 61 |
VANGUARD SHORT-TERM TIPS | 15.5M | $777.9M | 2.4% | $39.39 | +2.55% | 7 qtrssince 2018-Q4 | Increased 69 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 2.6M | $641.9M | 2.0% | $164.04 | +43.40% | 7 qtrssince 2018-Q4 | Increased 57 |
ISHARES | 33.9M | $576.6M | 1.8% | — | — | — | — |
ISHARES EDGE MSCI MIN VOL US | 8.1M | $492.3M | 1.5% | $52.35 | +4.51% | 7 qtrssince 2018-Q4 | Increased 55 |
ISHARES CORE MSCI EMERGING | 9.7M | $462.8M | 1.4% | $37.37 | +9.49% | 7 qtrssince 2018-Q4 | Increased 57 |
VANGUARD MID-CAP ETF | 2.4M | $397.9M | 1.2% | $32.16 | +16.35% | 7 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 7M | $380.1M | 1.2% | $40.10 | +11.05% | 7 qtrssince 2018-Q4 | Increased 49 |
VANGUARD TAX-EXEMPT BOND ETF | 7M | $377.3M | 1.2% | $43.31 | +6.38% | 7 qtrssince 2018-Q4 | Increased 54 |
ISHARES MSCI EAFE MIN VOL FA | 4.8M | $316.3M | 1.0% | $56.74 | +0.75% | 7 qtrssince 2018-Q4 | Increased 44 |
APPLE INC | 767,474 | $280M | 0.9% | $40.55 | +117.58% | 7 qtrssince 2018-Q4 | Increased 45 |
ISHARES NATIONAL MUNI BOND E | 2.2M | $258.8M | 0.8% | $90.52 | +8.84% | 7 qtrssince 2018-Q4 | Decreased 0 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $32.4B across 2426 positions as of Q2 2020. Top holdings: IVV (19.2%), SCHF (6.7%), BND (6.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 183 new positions, 443 exits, 930 increased. Top move: IJH (INCREASED, conviction 70). Portfolio: $32.4B across 2426 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