NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q4 2018
Top Holdings2,465 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 13.9M | $3.5B | 17.5% | $222.89 | 0.00% | 1 qtr | New 98 |
VANGUARD TOTAL BOND MARKET | 23.8M | $1.9B | 9.5% | $63.12 | 0.00% | 1 qtr | New 98 |
SCHWAB INTL EQUITY ETF | 50.1M | $1.4B | 7.1% | $11.48 | 0.00% | 1 qtr | New 98 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.4M | $1.1B | 5.5% | $222.81 | 0.00% | 1 qtr | New 98 |
ISHARES CORE S&P MIDCAP ETF | 6.6M | $1.1B | 5.5% | $29.53 | 0.00% | 1 qtr | New 98 |
VANGUARD FTSE EMERGING MARKETS | 27.6M | $1.1B | 5.3% | $30.72 | 0.00% | 1 qtr | New 98 |
VANGUARD FTSE DEVELOPED ETF | 24.1M | $892.4M | 4.5% | $29.81 | 0.00% | 1 qtr | New 88 |
| 5.7M | $449.5M | 2.3% | — | — | 1 qtr | New 81 | |
ISHARES CORE S&P SMALL-CAP ETF ETF | 5.1M | $356.7M | 1.8% | $61.72 | 0.00% | 1 qtr | New 71 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.9M | $288.5M | 1.4% | $146.40 | 0.00% | 1 qtr | New 71 |
ISHARES CORE MSCI EAFE ETF | 4.9M | $268.5M | 1.3% | $44.14 | 0.00% | 1 qtr | New 70 |
ISHARES NATIONAL MUNI BOND E | 2.4M | $259.2M | 1.3% | $89.97 | 0.00% | 1 qtr | New 70 |
VANGUARD REAL ESTATE ETF ETF | 3.3M | $245.6M | 1.2% | $57.21 | 0.00% | 1 qtr | New 70 |
VANGUARD TAX-EXEMPT BOND ETF | 3.7M | $190M | 1.0% | $42.06 | 0.00% | 1 qtr | New 60 |
ISHARES MSCI EAFE MIN VOL FA | 2.7M | $177M | 0.9% | $54.39 | 0.00% | 1 qtr | New 59 |
ISHARES MSCI EAFE ETF CL USD INC | 3M | $174.9M | 0.9% | $47.49 | 0.00% | 1 qtr | New 59 |
ISHARES CORE MSCI EMERGING | 3.6M | $170M | 0.9% | $38.75 | 0.00% | 1 qtr | New 59 |
ISHARES EDGE MSCI MIN VOL US | 2.9M | $152.6M | 0.8% | $45.99 | 0.00% | 1 qtr | New 59 |
VANGUARD MID-CAP ETF | 1.1M | $147.3M | 0.7% | $30.78 | 0.00% | 1 qtr | New 59 |
INVESCO S&P 500 EQUAL WEIGHT | 1.6M | $143.4M | 0.7% | $80.22 | 0.00% | 1 qtr | New 59 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $20B across 2465 positions as of Q4 2018. Top holdings: IVV (17.5%), BND (9.5%), SCHF (7.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 2464 new positions, 0 exits, 0 increased. Top move: IVV (NEW, conviction 98). Portfolio: $20.0B across 2465 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