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CIK: 0001629649
Total reported value
$8.5B
$8.5B
875 檔
23.4%
The Q4 2024 SEC filing reveals that Northwestern Mutual Investment Management Company, LLC held a total portfolio value of $8.5B, covering 875 public equity positions.
In Q4 2024, Northwestern Mutual Investment Management Company, LLC displayed an active expansion posture, initiating 13 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 875 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 14.38% | -3.93% | +30.37% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.50% | -1.20% | -1.44% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.06% | +0.46% | -26.37% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.74% | -1.07% | -7.09% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.37% | +1.25% | -8.25% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 6.19% | +0.14% | +2929.56% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.66% | -0.21% | -0.40% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | -0.24% | -0.10% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.29% | +0.21% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.11% | +0.37% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.10% | -0.02% | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.15% | -0.03% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | -0.06% | +0.83% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | -0.02% | -0.09% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | -0.04% | +0.52% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | -0.18% | -5.52% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | -0.02% | -0.73% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.09% | +0.25% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.05% | -0.87% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.01% | +0.06% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | -0.04% | +3.64% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.13% | -0.90% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | +0.02% | -0.16% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | -0.04% | -0.47% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.05% | +0.13% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.03% | +0.23% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.07% | +0.11% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.03% | +0.35% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.09% | -0.22% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.06% | +0.20% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.22% | -0.03% | -1.17% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | -0.02% | +0.23% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.21% | -0.02% | -0.94% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.19% | -0.03% | +0.73% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.18% | -0.02% | -0.02% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.17% | -0.07% | -1.56% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | -0.02% | +0.13% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.17% | +0.02% | -0.88% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.16% | -0.02% | -2.00% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.15% | -0.01% | +0.17% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.15% | -0.03% | +0.06% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | -0.04% | +0.09% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | -0.01% | +0.56% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | -0.02% | +0.04% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.14% | -0.02% | +0.31% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.14% | -0.03% | -0.13% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.14% | +0.20% | +0.45% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.14% | -0.02% | -0.56% | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.13% | -0.03% | +0.60% | |
| 50 | GE | General Electric | Stock-Industrials | 0.13% | +0.01% | -0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +6% | +2929.56% | Add |
| 2 | EFA | Ishares Msci Eafe ETF | +1.5% | +30.37% | Add |
| 3 | TSLA | Tesla Inc | +0.3% | +0.83% | Add |
| 4 | AVGO | Broadcom Inc | +0.2% | +0.52% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +0.37% | Add |
| 6 | NVDA | Nvidia CORP | +0.1% | -0.10% | Trim |
| 7 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 8 | DOCU | Docusign Inc | +0.1% | NEW | New buy |
| 9 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 10 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.09% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -0.73% | Trim |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.97% | Add |
| 14 | APO | Apollo Global Management Inc | +0.1% | NEW | New buy |
| 15 | AAPL | Apple Inc | 0% | -0.40% | Trim |
| 16 | V | Visa Inc-class A Shares | 0% | +3.64% | Add |
| 17 | NFLX | Netflix Inc | 0% | -0.22% | Trim |
| 18 | MLI | Mueller Industries Inc | 0% | NEW | New buy |
| 19 | CRS | Carpenter Technology | 0% | NEW | New buy |
| 20 | CMA | Comerica Inc | 0% | NEW | New buy |
| 21 | BILL | Bill Holdings Inc | 0% | NEW | New buy |
| 22 | WDAY | Workday Inc-class A | 0% | NEW | New buy |
| 23 | KVUE | Kenvue Inc | 0% | +135.63% | Add |
| 24 | FOUR | Shift4 Payments Inc-class A | 0% | NEW | New buy |
| 25 | JPM | Jpmorgan Chase & Co | 0% | -0.87% | Trim |
| 26 | CHWY | Chewy Inc - Class A | 0% | NEW | New buy |
| 27 | CRM | Salesforce Inc | 0% | -1.17% | Trim |
| 28 | BA | Boeing Co/the | 0% | +27.94% | Add |
| 29 | WMT | Walmart Inc | 0% | +0.11% | Add |
| 30 | WFC | Wells Fargo & Co | 0% | -2.00% | Trim |
| 31 | AAL | American Airlines Group Inc | 0% | +0.24% | Add |
| 32 | BKNG | Booking Holdings Inc | 0% | -1.13% | Trim |
| 33 | XPO | Xpo Inc | 0% | +0.19% | Add |
| 34 | NOW | Servicenow Inc | 0% | +0.17% | Add |
| 35 | IBKR | Interactive Brokers Gro-cl A | 0% | +0.22% | Add |
| 36 | EXE | Expand Energy CORP | 0% | +2.25% | Add |
| 37 | WAT | Waters CORP | 0% | +124.46% | Add |
| 38 | DIS | Walt Disney Co/the | 0% | +0.04% | Add |
| 39 | GME | Gamestop Corp-class A | 0% | +4.94% | Add |
| 40 | MS | Morgan Stanley | 0% | -0.24% | Trim |
| 41 | BAC | Bank Of America CORP | 0% | -0.94% | Trim |
| 42 | P | Everpure Inc-a | 0% | +0.93% | Add |
| 43 | WSM | Williams-sonoma Inc | 0% | -1.60% | Trim |
| 44 | CIEN | Ciena CORP | 0% | +0.67% | Add |
| 45 | GS | Goldman Sachs Group Inc | 0% | -0.43% | Trim |
| 46 | CSCO | Cisco Systems Inc | 0% | -0.88% | Trim |
| 47 | GEV | GE Vernova Inc | 0% | +0.48% | Add |
| 48 | GTLS | Chart Industries Inc | 0% | +0.18% | Add |
| 49 | JEF | Jefferies Financial Group In | 0% | +0.18% | Add |
| 50 | KD | Kyndryl Holdings Inc | 0% | +0.64% | Add |
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 875 disclosed positions in Q4 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 23.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $4.7M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $4.2M
During Q4 2024, Northwestern Mutual Investment Management Company, LLC's top holdings by market value included EFA (14.4%)、IJR (9.5%)、IVV (7.1%). The largest single position, EFA, represented 14.4% of total portfolio value.
In Q4 2024, Northwestern Mutual Investment Management Company, LLC made 199 total portfolio adjustments, initiating 13 new buys, adding to 104 positions, trimming 71 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.
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