Northwestern Mutual Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Gold Trust
IAU
|
+$525M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$477M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$191M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$181M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$161M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$180M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$58.6M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$53.3M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$50M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$33.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.83% |
| 2 | Financials | 1.44% |
| 3 | Healthcare | 1.37% |
| 4 | Consumer Discretionary | 1.35% |
| 5 | Communication Services | 0.98% |
Similar funds
Northwestern Mutual Wealth Management's Q2 2020 Portfolio in Review
As of Q2 2020, Northwestern Mutual Wealth Management held 2,860 positions worth $32.4B, up 25% from $25.9B the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Northwestern Mutual Wealth Management deployed $2.2B of net new capital in Q2 2020, opening 172 new positions and adding to 936 existing holdings. Its largest new stake was Pacer Data & Infrastructure Real Estate ETF: 249,861 shares worth $8.88M.
By sector, the portfolio is most concentrated in Technology at 2.8% of assets, up from 2.4% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Vanguard Short-Term Bond ETF, an estimated $180M trimmed.
- Northwestern Mutual Wealth Management's largest Q2 2020 buy was Pacer Data & Infrastructure Real Estate ETF: 249,861 shares worth $8.88M.
- Northwestern Mutual Wealth Management added most to iShares Gold Trust in Q2 2020, an estimated $525M increase.
- Northwestern Mutual Wealth Management's biggest Q2 2020 reduction was Vanguard Short-Term Bond ETF, cutting an estimated $180M.
- Northwestern Mutual Wealth Management fully exited Raytheon Company in Q2 2020, selling an estimated $5.15M.
- Northwestern Mutual Wealth Management's ten largest holdings make up 58% of its $32.4B portfolio in Q2 2020.
- Northwestern Mutual Wealth Management opened 172 new positions and closed 433 in Q2 2020.
- Northwestern Mutual Wealth Management's portfolio value rose 25% quarter-over-quarter to $32.4B.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.