NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q4 2020
Top Holdings2,737 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 19.2M | $7.2B | 16.7% | $241.14 | +44.15% | 9 qtrssince 2018-Q4 | Increased 65 |
SCHWAB INTL EQUITY ETF | 77.9M | $2.8B | 6.5% | $11.97 | +29.63% | 9 qtrssince 2018-Q4 | Increased 65 |
VANGUARD TOTAL BOND MARKET | 30.5M | $2.7B | 6.2% | $66.12 | +11.90% | 9 qtrssince 2018-Q4 | Increased 66 |
ISHARES CORE S&P MIDCAP ETF | 10.8M | $2.5B | 5.7% | $31.05 | +37.58% | 9 qtrssince 2018-Q4 | Increased 63 |
VANGUARD FTSE EMERGING MARKETS | 39M | $2B | 4.5% | $32.00 | +33.61% | 9 qtrssince 2018-Q4 | Increased 60 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 19.6M | $1.8B | 4.2% | $67.31 | +25.89% | 9 qtrssince 2018-Q4 | Increased 60 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.4M | $1.6B | 3.8% | $229.86 | +51.07% | 9 qtrssince 2018-Q4 | Increased 60 |
VANGUARD FTSE DEVELOPED ETF | 23.6M | $1.1B | 2.6% | $30.65 | +32.00% | 9 qtrssince 2018-Q4 | Increased 57 |
ISHARES | 59.1M | $1.1B | 2.5% | — | — | — | — |
ISHARES CORE MSCI EAFE ETF | 14.5M | $1B | 2.3% | $44.46 | +33.37% | 9 qtrssince 2018-Q4 | Increased 57 |
ISHARES MSCI USA VALUE FACTO | 11.3M | $986.3M | 2.3% | $64.68 | +16.40% | 9 qtrssince 2018-Q4 | Increased 60 |
VANGUARD SHORT-TERM TIPS | 18.3M | $935.5M | 2.2% | $39.68 | +4.74% | 9 qtrssince 2018-Q4 | Increased 59 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 2.7M | $842.5M | 1.9% | $168.35 | +80.40% | 9 qtrssince 2018-Q4 | Increased 51 |
GOLDMAN ACTIVEBETA US LC ETF | 10.9M | $825.6M | 1.9% | $62.80 | +12.36% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 9.6M | $594.7M | 1.4% | $37.38 | +43.80% | 9 qtrssince 2018-Q4 | Increased 49 |
VANGUARD MID-CAP ETF | 2.5M | $522.7M | 1.2% | $32.69 | +45.65% | 9 qtrssince 2018-Q4 | Increased 51 |
ISHARES EDGE MSCI MIN VOL US | 7M | $474.8M | 1.1% | $52.36 | +18.49% | 9 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TAX-EXEMPT BOND ETF | 8.6M | $472.5M | 1.1% | $44.01 | +7.94% | 9 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 2.9M | $385.8M | 0.9% | $93.36 | +37.98% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 6.9M | $375M | 0.9% | $40.27 | +12.84% | 9 qtrssince 2018-Q4 | Increased 45 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $43.3B across 2737 positions as of Q4 2020. Top holdings: IVV (16.7%), SCHF (6.5%), BND (6.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 384 new positions, 259 exits, 1203 increased. Top move: BND (INCREASED, conviction 66). Portfolio: $43.3B across 2737 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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Top Losers
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