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CIK: 0001629649
Total reported value
$8.5B
$8.5B
874 檔
24.1%
As reported in its official Q3 2024 Form 13F filing, Northwestern Mutual Investment Management Company, LLC's tracked investment portfolio stood at $8.5B with 874 total positions.
In Q3 2024, Northwestern Mutual Investment Management Company, LLC adopted a defensive or profit-taking posture, trimming 126 positions and completely liquidating 11 holdings to manage risk exposure.
Showing top 200 holdings (of 874 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 12.88% | -3.93% | +37.44% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 10.33% | -1.20% | +0.69% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.91% | +0.46% | +249.03% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.66% | -1.07% | +7.35% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.17% | +1.25% | -35.88% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.62% | -0.21% | +5.05% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.29% | -0.40% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | -0.24% | -0.40% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | -0.02% | -66.69% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | -0.11% | +1.58% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.15% | -0.72% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.77% | -0.18% | -2.90% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | -0.02% | -0.66% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.09% | +0.77% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | -0.02% | -2.11% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | -0.04% | +964.20% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.06% | -0.41% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.01% | -1.59% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.05% | -1.33% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.02% | -0.08% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.13% | -1.37% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | -0.04% | +5.68% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.03% | -0.67% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | -0.04% | +0.08% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | -0.03% | -0.35% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.05% | -0.45% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.06% | -0.39% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.07% | +1.27% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | -0.02% | -0.38% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.23% | +0.14% | -71.45% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.23% | -0.09% | -0.81% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.21% | -0.02% | -0.33% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | -0.02% | -0.36% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.20% | -0.03% | -0.14% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.20% | -0.02% | -1.18% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.20% | +0.20% | -0.27% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.20% | -0.03% | -0.64% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.07% | -1.17% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.17% | -0.02% | -0.33% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.17% | -0.03% | -0.50% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.17% | -0.02% | -1.42% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.04% | -0.88% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.16% | +0.02% | -0.91% | |
| 44 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.15% | — | +0.07% | |
| 45 | GE | General Electric | Stock-Industrials | 0.15% | +0.01% | -1.35% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | -0.01% | -0.13% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.15% | -0.03% | -0.39% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.14% | -0.02% | -2.77% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.14% | +0.02% | -1.26% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.14% | — | -0.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +6.9% | +249.03% | Add |
| 2 | EFA | Ishares Msci Eafe ETF | +3.1% | +37.44% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +7.35% | Add |
| 4 | AAPL | Apple Inc | +0.1% | +5.05% | Add |
| 5 | TSLA | Tesla Inc | +0.1% | -0.41% | Trim |
| 6 | AVTR | Avantor Inc | +0.1% | NEW | New buy |
| 7 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 8 | WAL | Western Alliance Bancorp | +0.1% | NEW | New buy |
| 9 | ENSG | Ensign Group Inc/the | 0% | NEW | New buy |
| 10 | EXE | Expand Energy CORP | 0% | +83.81% | Add |
| 11 | ANF | Abercrombie & Fitch Co-cl A | 0% | NEW | New buy |
| 12 | HLNE | Hamilton Lane Inc-class A | 0% | NEW | New buy |
| 13 | AAL | American Airlines Group Inc | 0% | +597.84% | Add |
| 14 | BIO | Bio-rad Laboratories-a | 0% | +553.54% | Add |
| 15 | DELL | Dell Technologies -c | 0% | NEW | New buy |
| 16 | PSN | Parsons CORP | 0% | NEW | New buy |
| 17 | WMT | Walmart Inc | 0% | +1.27% | Add |
| 18 | HD | Home Depot Inc | 0% | -0.35% | Trim |
| 19 | IBM | Intl Business Machines CORP | 0% | -0.13% | Trim |
| 20 | DT | Dynatrace Inc | 0% | +23.11% | Add |
| 21 | VNOMUSD | Viper Energy Inc-cl A | 0% | NEW | New buy |
| 22 | FLG | Flagstar Bank NA | 0% | NEW | New buy |
| 23 | META | Meta Platforms Inc-class A | 0% | -0.72% | Trim |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.77% | Add |
| 25 | AVGO | Broadcom Inc | 0% | +964.20% | Add |
| 26 | UNH | Unitedhealth Group Inc | 0% | -0.08% | Trim |
| 27 | ORCL | Oracle CORP | 0% | -0.14% | Trim |
| 28 | ABBV | Abbvie Inc | 0% | -0.38% | Trim |
| 29 | MCD | Mcdonald's CORP | 0% | -0.88% | Trim |
| 30 | KO | Coca-cola Co/the | 0% | -0.36% | Trim |
| 31 | GE | General Electric | 0% | -1.35% | Trim |
| 32 | ILMN | Illumina Inc | 0% | -0.60% | Trim |
| 33 | COHR | Coherent CORP | 0% | +14.89% | Add |
| 34 | LOW | Lowe's Cos Inc | 0% | -0.82% | Trim |
| 35 | NEE | Nextera Energy Inc | 0% | -0.41% | Trim |
| 36 | RTX | Rtx CORP | 0% | -0.35% | Trim |
| 37 | TOL | Toll Brothers Inc | 0% | -2.05% | Trim |
| 38 | PGR | Progressive CORP | 0% | -0.42% | Trim |
| 39 | CAT | Caterpillar Inc | 0% | -1.26% | Trim |
| 40 | LMT | Lockheed Martin CORP | 0% | -1.04% | Trim |
| 41 | GEV | GE Vernova Inc | 0% | -0.15% | Trim |
| 42 | FNF | Fidelity National Financial | 0% | -0.51% | Trim |
| 43 | NOW | Servicenow Inc | 0% | +0.08% | Add |
| 44 | A | Agilent Technologies Inc | 0% | +5.44% | Add |
| 45 | SBUX | Starbucks CORP | 0% | -0.37% | Trim |
| 46 | BLKCHF | Blackrock Inc | 0% | -0.74% | Trim |
| 47 | BX | Blackstone Inc | 0% | +0.35% | Add |
| 48 | FIX | Comfort Systems USA Inc | 0% | -0.73% | Trim |
| 49 | USFD | US Foods Holding CORP | 0% | +7.47% | Add |
| 50 | JLL | Jones Lang Lasalle Inc | 0% | -0.80% | Trim |
According to official SEC Form 13F filings, Northwestern Mutual Investment Management Company, LLC reported a total U.S. public equity portfolio value of $8.5B across 874 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EFA, IJR, IVV) accounted for 24.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVTR
市值: $3.9M
Top Position Liquidated / Trimmed
MAC
前期市值: $5.7M
During Q3 2024, Northwestern Mutual Investment Management Company, LLC's top holdings by market value included EFA (12.9%)、IJR (10.3%)、IVV (9.9%). The largest single position, EFA, represented 12.9% of total portfolio value.
In Q3 2024, Northwestern Mutual Investment Management Company, LLC made 200 total portfolio adjustments, initiating 10 new buys, adding to 53 positions, trimming 126 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.