NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q2 2020
Top Holdings2,426 positions
ISHARES TR | 20.1M | $6.2B | 19.2% | $235.96 | +20.13% | 7 qtrssince 2018-Q4 | Increased 68 |
SCHWAB STRATEGIC TR | 72.6M | $2.2B | 6.7% | $11.71 | +6.42% | 7 qtrssince 2018-Q4 | Increased 66 |
VANGUARD BD INDEX FDS | 23.3M | $2.1B | 6.3% | $63.81 | +14.57% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 10.3M | $1.8B | 5.7% | $30.71 | +6.07% | 7 qtrssince 2018-Q4 | Increased 70 |
VANGUARD INTL EQUITY INDEX F | 37.4M | $1.5B | 4.6% | $31.56 | +4.82% | 7 qtrssince 2018-Q4 | Increased 59 |
SPDR S&P 500 ETF TR | 4.7M | $1.4B | 4.4% | $226.66 | +24.98% | 7 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 18.5M | $1.3B | 3.9% | $66.67 | -6.84% | 7 qtrssince 2018-Q4 | Increased 62 |
VANGUARD TAX-MANAGED FDS | 22.7M | $881.6M | 2.7% | $30.07 | +7.25% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 13.6M | $780.2M | 2.4% | $43.65 | +10.79% | 7 qtrssince 2018-Q4 | Increased 61 |
VANGUARD MALVERN FDS | 15.5M | $777.9M | 2.4% | $38.09 | +2.51% | 7 qtrssince 2018-Q4 | Increased 69 |
INVESCO QQQ TR | 2.6M | $641.9M | 2.0% | $164.04 | +43.40% | 7 qtrssince 2018-Q4 | Increased 57 |
ISHARES GOLD TR | 33.9M | $576.6M | 1.8% | $33.74 | +0.72% | 7 qtrssince 2018-Q4 | Increased 80 |
ISHARES TR | 8.1M | $492.3M | 1.5% | $52.01 | +5.35% | 7 qtrssince 2018-Q4 | Increased 55 |
ISHARES INC | 9.7M | $462.8M | 1.4% | $37.37 | +9.49% | 7 qtrssince 2018-Q4 | Increased 57 |
VANGUARD INDEX FDS | 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 MUN BD FDS | 7M | $377.3M | 1.2% | $43.31 | +6.38% | 7 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 4.8M | $316.3M | 1.0% | $55.68 | +0.71% | 7 qtrssince 2018-Q4 | Increased 44 |
APPLE INC | 767,474 | $280M | 0.9% | $40.55 | +117.58% | 7 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 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 Score: 5/5.0.
Active quarter - 189 new positions, 450 exits, 931 increased. Top move: IAU (INCREASED, conviction 80). Portfolio: $32.4B across 2426 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR