NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

MILWAUKEE, WI How do I update this listing?

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Northwestern Mutual Wealth Management Company is based out of Milwaukee. Their last reported 13F filing for Q2 2022 included $58,205,140,000 in managed 13F securities and a top 10 holdings concentration of 51.57%. Northwestern Mutual Wealth Management Company's largest holding is iShares Core S&P 500 ETF- with shares held of 25,420,733. Whalewisdom has at least 77 13F filings

06/30/2022

13F Activity

  • Market Value $58.205 Billion
  • Prior Market Value $62.386 Billion
  • New Purchases384 stocks
  • Additional Purchases1406 stocks
  • Sold out of318 stocks
  • Reduced holdings in955 stocks
  • Top 10 Holdings % 51.57 %
  • Turnover % [1]:21.27%
  • Turnover Alt % [2]: 2.00 %
  • Time Held Top20:23.05 quarters
  • Time Held Top10:27.20 quarters
  • Time Held All:18.43 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: -10.05%
Performance Last 4 Quarters: -9.79%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Alley Co LLC
ALLIANCEBERNSTEIN L.P.
AFFINITY INVESTMENT ADVISORS, LLC
Aristotle Capital Management, LLC
BERKSHIRE ASSET MANAGEMENT LLC/PA
BMO ASSET MANAGEMENT CORP.
Boston Partners
BRANDES INVESTMENT PARTNERS, LP
Brown Advisory LLC
CAMPBELL NEWMAN ASSET MANAGEMENT INC
Capital Group Private Client Services, Inc.
Chilton Capital Management Advisors, Inc.
CLEARBRIDGE, LLC
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
CONGRESS ASSET MANAGEMENT CO /MA
Copeland Capital Management, LLC
COHEN STEERS CAPITAL MANAGEMENT INC
Dana Investment Advisors, Inc.
DAVIS SELECTED ADVISERS
EAGLE ASSET MANAGEMENT INC
EARNEST PARTNERS LLC
MDT ADVISERS INC
FEDERATED INVESTMENT COUNSELING
FIRST TRUST ADVISORS LP
FULLER THALER ASSET MANAGEMENT, INC.
GOLDMAN SACHS ASSET MANAGEMENT, L.P.
GW Investment Management, LLC
HARDING LOEVNER LP
Hillman Capital Management, Inc.
JANUS HENDERSON INVESTORS US LLC
JENNISON ASSOCIATES LLC
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
LAZARD ASSET MANAGEMENT LLC
Legg Mason Private Portfolio Group, LLC
LOGAN CAPITAL MANAGEMENT INC
MFS Investment Management CO (LUX) S.A.R.L.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
OAK RIDGE INVESTMENTS LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
POLEN CAPITAL MANAGEMENT LLC
QCM LLC
Raub Brock Capital Management LP
RIVERBRIDGE PARTNERS LLC
RUSSELL FRANK CO/
Sandhill Capital Partners LLC
SANTA BARBARA ASSET MANAGEMENT, LLC
SCHAFER CULLEN CAPITAL MANAGEMENT INC
Strategic Global Advisors, LLC
Wakefield Asset Managment Corp
WCM INVESTMENT MANAGEMENT, LLC
Allspring Funds Management, LLC
Western Asset Management Company, LLC
ZACKS INVESTMENT MANAGEMENT
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Ziegler Capital Management, LLC
NORTHWESTERN MUTUAL LIFE INSURANCE CO

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