NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q4 2019
Top Holdings2,471 positions
ISHARES TR | 17.3M | $5.6B | 19.0% | $231.52 | +26.47% | 5 qtrssince 2018-Q4 | Increased 64 |
VANGUARD BD INDEX FDS | 25M | $2.1B | 7.1% | $63.81 | +7.64% | 5 qtrssince 2018-Q4 | Increased 67 |
SCHWAB STRATEGIC TR | 61.1M | $2.1B | 7.0% | $11.78 | +18.65% | 5 qtrssince 2018-Q4 | Increased 65 |
ISHARES TR | 8.4M | $1.7B | 5.9% | $30.85 | +21.03% | 5 qtrssince 2018-Q4 | Increased 66 |
VANGUARD INTL EQUITY INDEX F | 36.6M | $1.6B | 5.6% | $31.56 | +16.99% | 5 qtrssince 2018-Q4 | Increased 66 |
SPDR S&P 500 ETF TR | 4.3M | $1.4B | 4.8% | $224.09 | +30.60% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 15.4M | $1.3B | 4.4% | $68.97 | +9.67% | 5 qtrssince 2018-Q4 | Increased 81 |
VANGUARD TAX-MANAGED FDS | 27.3M | $1.2B | 4.1% | $30.07 | +20.66% | 5 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD MALVERN FDS | 12.1M | $595.9M | 2.0% | $37.80 | +1.47% | 5 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 6.8M | $448.4M | 1.5% | $51.88 | +13.00% | 5 qtrssince 2018-Q4 | Increased 61 |
INVESCO QQQ TR | 2M | $425.4M | 1.5% | $149.60 | +36.88% | 5 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 7.5M | $388.5M | 1.3% | $40.10 | +5.29% | 5 qtrssince 2018-Q4 | Increased 51 |
| 4.4M | $357.3M | 1.2% | — | — | 5 qtrssince 2018-Q4 | Increased 52 | |
VANGUARD MUN BD FDS | 6.2M | $332.9M | 1.1% | $42.99 | +5.02% | 5 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 4.3M | $321.3M | 1.1% | $56.05 | +11.23% | 5 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 4.4M | $284.4M | 1.0% | $45.29 | +19.43% | 5 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 3.1M | $283.7M | 1.0% | $57.34 | +26.49% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.5M | $279.9M | 1.0% | $90.52 | +6.40% | 5 qtrssince 2018-Q4 | Increased 44 |
APPLE INC | 709,863 | $208.5M | 0.7% | $37.80 | +86.91% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.8M | $205.2M | 0.7% | $87.31 | +6.08% | 5 qtrssince 2018-Q4 | Increased 46 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $29.3B across 2471 positions as of Q4 2019. Top holdings: IVV (19.0%), BND (7.1%), SCHF (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 246 new positions, 325 exits, 970 increased. Top move: IJR (INCREASED, conviction 81). Portfolio: $29.3B across 2471 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
Verify source filings on SEC EDGAR