NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q4 2019
Top Holdings2,471 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 17.3M | $5.6B | 19.0% | $231.72 | +27.12% | 5 qtrssince 2018-Q4 | Increased 64 |
VANGUARD TOTAL BOND MARKET | 25M | $2.1B | 7.1% | $63.81 | +7.64% | 5 qtrssince 2018-Q4 | Increased 67 |
SCHWAB INTL EQUITY ETF | 61.1M | $2.1B | 7.0% | $11.83 | +18.33% | 5 qtrssince 2018-Q4 | Increased 65 |
ISHARES CORE S&P MIDCAP ETF | 8.4M | $1.7B | 5.9% | $30.84 | +21.94% | 5 qtrssince 2018-Q4 | Increased 66 |
VANGUARD FTSE EMERGING MARKETS | 36.6M | $1.6B | 5.6% | $31.68 | +16.59% | 5 qtrssince 2018-Q4 | Increased 66 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.3M | $1.4B | 4.8% | $223.92 | +31.40% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 15.4M | $1.3B | 4.4% | $69.33 | +9.67% | 5 qtrssince 2018-Q4 | Increased 81 |
VANGUARD FTSE DEVELOPED ETF | 27.3M | $1.2B | 4.1% | $30.30 | +20.22% | 5 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD SHORT-TERM TIPS | 12.1M | $595.9M | 2.0% | $39.08 | +1.36% | 5 qtrssince 2018-Q4 | Increased 59 |
ISHARES EDGE MSCI MIN VOL US | 6.8M | $448.4M | 1.5% | $52.18 | +13.28% | 5 qtrssince 2018-Q4 | Increased 61 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 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 TAX-EXEMPT BOND ETF | 6.2M | $332.9M | 1.1% | $42.99 | +5.02% | 5 qtrssince 2018-Q4 | Increased 55 |
ISHARES MSCI EAFE MIN VOL FA | 4.3M | $321.3M | 1.1% | $57.06 | +11.01% | 5 qtrssince 2018-Q4 | Increased 56 |
ISHARES CORE MSCI EAFE ETF | 4.4M | $284.4M | 1.0% | $45.29 | +19.43% | 5 qtrssince 2018-Q4 | Increased 45 |
VANGUARD REAL ESTATE ETF ETF | 3.1M | $283.7M | 1.0% | $58.31 | +25.91% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 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 Rating: 5/5.0.
Active quarter - 245 new positions, 323 exits, 969 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
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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