Northwestern Mutual Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$769M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$741M |
| 3 |
Vanguard Total Bond Market
BND
|
+$535M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$408M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$363M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Raymond James Financial
RJF
|
+$7.73M |
| 2 |
Trane Technologies
TT
|
+$6.23M |
| 3 |
Equifax
EFX
|
+$4.69M |
| 4 |
Marriott International
MAR
|
+$4.23M |
| 5 |
Sherwin-Williams
SHW
|
+$3.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 2.71% |
| 2 | Technology | 2.48% |
| 3 | Healthcare | 2.48% |
| 4 | Industrials | 2.17% |
| 5 | Consumer Discretionary | 1.98% |
Similar funds
Northwestern Mutual Wealth Management's Q4 2016 Portfolio in Review
As of Q4 2016, Northwestern Mutual Wealth Management held 2,428 positions worth $9.22B, up 508% from $1.52B the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Northwestern Mutual Wealth Management deployed $7.59B of net new capital in Q4 2016, opening 2,243 new positions and adding to 166 existing holdings. Its largest new stake was Schwab International Equity ETF: 15,792,720 shares worth $219M.
By sector, the portfolio is most concentrated in Financials at 2.7% of assets, down from 6.3% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Raymond James Financial, an estimated $7.73M trimmed.
- Northwestern Mutual Wealth Management's largest Q4 2016 buy was Schwab International Equity ETF: 15,792,720 shares worth $219M.
- Northwestern Mutual Wealth Management added most to iShares Core S&P 500 ETF in Q4 2016, an estimated $769M increase.
- Northwestern Mutual Wealth Management's biggest Q4 2016 reduction was Raymond James Financial, cutting an estimated $7.73M.
- Northwestern Mutual Wealth Management's ten largest holdings make up 50% of its $9.22B portfolio in Q4 2016.
- Northwestern Mutual Wealth Management opened 2,243 new positions and closed 0 in Q4 2016.
- Northwestern Mutual Wealth Management's portfolio value rose 508% quarter-over-quarter to $9.22B.
Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2016, filed 15 Feb 2017.