HoldingsChannel.com
Northwestern Mutual Wealth Management Co. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 14,933,163 +1,027,628 $4,249,330
     IVV14,933,163+1,027,628$4,249,330
VANGUARD BD INDEX FD INC (BND) 21,346,477 -2,485,121 $1,732,928
     BND21,346,477-2,485,121$1,732,928
SCHWAB STRATEGIC TR 54,767,827 +4,672,220 $1,714,783
     SCHF54,767,827+4,672,220$1,714,783
ISHARES TR (IJH) 7,085,485 +517,926 $1,342,673
     IJH7,085,485+517,926$1,342,673
VANGUARD INTL EQUITY INDEX F (VWO) 30,242,647 +2,624,004 $1,285,314
     VWO30,242,647+2,624,004$1,285,314
SPDR S&P 500 ETF TR (SPY) 4,338,059 -28,516 $1,225,408
     SPY4,338,059-28,516$1,225,408
VANGUARD TAX MANAGED INTL FD (VEA) 26,967,957 +2,914,033 $1,102,180
     VEA26,967,957+2,914,033$1,102,180
VANGUARD BD INDEX FD INC (BSV) 5,996,514 +274,928 $477,278
     BSV5,996,514+274,928$477,278
ISHARES TR (IJR) 5,513,479 +368,489 $425,389
     IJR5,513,479+368,489$425,389
ISHARES TR (IUSB) 7,052,205 +6,942,784 $356,842
     IUSB7,052,205+6,942,784$356,842
INVESCO QQQ TR 1,919,483 +49,503 $344,869
     QQQ1,919,483+49,503$344,869
VANGUARD INDEX FDS (VNQ) 3,379,080 +85,478 $293,681
     VNQ3,379,080+85,478$293,681
ISHARES TR (MUB) 2,205,110 -172,143 $245,186
     MUB2,205,110-172,143$245,186
VANGUARD MUN BD FD INC (VTEB) 4,257,721 +534,961 $222,039
     VTEB4,257,721+534,961$222,039
ISHARES TR (IEFA) 3,621,596 -1,260,064 $220,084
     IEFA3,621,596-1,260,064$220,084
ISHARES TR (EFAV) 2,935,274 +280,084 $211,340
     EFAV2,935,274+280,084$211,340
ISHARES TR (USMV) 3,480,204 +567,264 $204,636
     USMV3,480,204+567,264$204,636
ISHARES TR (EFA) 2,802,944 -173,199 $181,798
     EFA2,802,944-173,199$181,798
INVESCO EXCHANGE TRADED FD T (RSP) 1,580,595 +11,180 $165,077
     RSP1,580,595+11,180$165,077
ISHARES TR (AGG) 1,340,397 +57,395 $146,196
     AGG1,340,397+57,395$146,196
APPLE INC 723,950 +29,870 $137,516
     AAPL723,950+29,870$137,516
ISHARES INC (IEMG) 2,629,534 -976,723 $135,974
     IEMG2,629,534-976,723$135,974
VANGUARD INDEX FDS (VO) 794,355 -271,823 $127,694
     VO794,355-271,823$127,694
ISHARES TR (IVW) 676,775 +31,346 $116,650
     IVW676,775+31,346$116,650
ISHARES TR (IWB) 738,822 -110,658 $116,223
     IWB738,822-110,658$116,223
AMAZON COM INC 64,636 +4,391 $115,095
     AMZN64,636+4,391$115,095
ISHARES TR (IEF) 1,004,835 +3,552 $107,185
     IEF1,004,835+3,552$107,185
VANGUARD INDEX FDS (VTV) 995,511 +21,089 $107,147
     VTV995,511+21,089$107,147
VANGUARD INDEX FDS (VUG) 681,683 -17,130 $106,630
     VUG681,683-17,130$106,630
MICROSOFT CORP 885,394 +61,110 $104,423
     MSFT885,394+61,110$104,423
SPDR SER TR (TFI) 2,104,501 +33,721 $103,709
     TFI2,104,501+33,721$103,709
ISHARES TR (IWF) 592,031 +7,966 $89,610
     IWF592,031+7,966$89,610
BERKSHIRE HATHAWAY INC DEL      $89,436
     BRK.B422,710+15,589$84,918
     BRK.A15+1$4,518
ISHARES TR (DVY) 859,945 +15,373 $84,428
     DVY859,945+15,373$84,428
VANGUARD INDEX FDS (VV) 650,369 -82,888 $84,419
     VV650,369-82,888$84,419
VANGUARD GROUP (VIG) 760,285 +14,503 $83,357
     VIG760,285+14,503$83,357
ISHARES TR (PFF) 2,113,801 +361,097 $77,259
     PFF2,113,801+361,097$77,259
ISHARES TR (IJK) 344,764 +3,566 $75,538
     IJK344,764+3,566$75,538
SPDR SER TR (SHM) 1,486,320 +18,552 $72,056
     SHM1,486,320+18,552$72,056
ALPHABET INC 59,424 +2,081 $69,935
     GOOGL59,424+2,081$69,935
VANGUARD INDEX FDS (VOO) 267,426 +55,902 $69,408
     VOO267,426+55,902$69,408
VANGUARD INDEX FDS (VTI) 477,742 -25,180 $69,135
     VTI477,742-25,180$69,135
VANGUARD CHARLOTTE FDS (BNDX) 1,233,283 +33,646 $68,780
     BNDX1,233,283+33,646$68,780
VANGUARD MALVERN FDS (VTIP) 1,338,908 +57,560 $65,179
     VTIP1,338,908+57,560$65,179
ISHARES TR (IWD) 512,332 -48,754 $63,267
     IWD512,332-48,754$63,267
VANGUARD WORLD FDS (VHT) 356,274 -6,556 $61,450
     VHT356,274-6,556$61,450
VANGUARD INDEX FDS (VB) 376,981 -29,404 $57,600
     VB376,981-29,404$57,600
SCHWAB STRATEGIC TR 1,032,527 +104,295 $57,192
     SCHM1,032,527+104,295$57,192
JPMORGAN CHASE & CO 531,901 +55,269 $53,845
     JPM531,901+55,269$53,845
SPDR DOW JONES INDL AVRG ETF (DIA) 194,609 +23,080 $50,428
     DIA194,609+23,080$50,428

See Full List: All Stocks Held By Northwestern Mutual Wealth Management Co.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Northwestern Mutual Wealth Management Co.

Size ($ in 1000's)
At 03/31/2019: $22,844,539
At 12/31/2018: $19,965,268

Combined Holding Report Includes:
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
AFFINITY INVESTMENT ADVISORS LLC
Aristotle Capital Management LLC
BERKSHIRE ASSET MANAGEMENT LLC PA
BMO ASSET MANAGEMENT CORP.
Boston Partners
Chilton Capital Management Advisors Inc.
CLEARBRIDGE LLC
COLUMBIA MANAGEMENT INVESTMENT ADVISERS LLC
CONGRESS ASSET MANAGEMENT CO MA
Dana Investment Advisors Inc.
EAGLE ASSET MANAGEMENT INC
FEDERATED INVESTORS INC PA
FIRST TRUST ADVISORS LP
GW&K Investment Management LLC
Hillman Capital Management Inc.
JANUS CAPITAL MANAGEMENT LLC
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
LAZARD ASSET MANAGEMENT LLC
Legg Mason Private Portfolio Group LLC
LOGAN CAPITAL MANAGEMENT INC
OAK RIDGE INVESTMENTS LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
POLEN CAPITAL MANAGEMENT LLC
QUANTUM CAPITAL MANAGEMENT
Raub Brock Capital Management LP
RIVERBRIDGE PARTNERS LLC
RUSSELL FRANK CO
Sandhill Capital Partners LLC
SANTA BARBARA ASSET MANAGEMENT LLC
Strategic Global Advisors LLC
Wakefield Asset Managment Corp
WCM INVESTMENT MANAGEMENT LLC
Wells Fargo Funds Management LLC
Western Asset Management Company LLC
ZACKS INVESTMENT MANAGEMENT
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Ziegler Capital Management LLC
NORTHWESTERN MUTUAL LIFE INSURANCE CO

Northwestern Mutual Wealth Management Co. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Northwestern Mutual Wealth Management Co. 13F filings. Link to 13F filings: SEC filings

Northwestern Mutual Wealth Management Co. Top Holdings 13F Filings | www.HoldingsChannel.com

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