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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Northwestern Mutual Wealth Management Co ⇄ Envestnet Asset Management Inc

60Shared positions
60.1%Name overlap (Jaccard)
15+Only Northwestern…
15+Only Envestnet…

Shared holdings · Q2 2026

SecurityNorthwestern Mutual… weightEnvestnet Asset… weight
IVV iShares Core S&P 500 ETF 14.0% 7.3%
IJH iShares Core S&P Mid-Cap… 5.5% 0.7%
BND Vanguard Total Bond… 5.5% 0.4%
SCHF Schwab International… 4.6% 0.0%
IJR iShares Core S&P… 3.5% 0.6%
VEA Vanguard FTSE Developed… 2.5% 1.5%
RSP Invesco S&P 500 Equal… 3.2% 0.1%
IEFA iShares Core MSCI EAFE ETF 1.9% 1.1%
VWO Vanguard FTSE Emerging… 2.5% 0.6%
SPY State Street SPDR S&P 500… 2.5% 0.5%
VOO Vanguard S&P 500 ETF 1.2% 1.8%
IUSB iShares Core Universal… 0.8% 2.0%
FBND Fidelity Total Bond ETF 2.5% 0.1%
DYNF iShares U.S. Equity… 0.6% 1.8%
IEMG iShares Core MSCI… 0.9% 1.3%
TLT iShares 20+ Year Treasury… 1.8% 0.1%
AVLV Avantis U.S. Large Cap… 1.6% 0.2%
QQQ Invesco QQQ Trust, Series… 1.2% 0.5%
NVDA NVIDIA Corporation 0.6% 1.1%
VTV Vanguard Morningstar… 0.6% 1.2%
IQLT iShares MSCI Intl Quality… 1.6% 0.2%
IVW iShares S&P 500 Growth ETF 0.1% 1.6%
VUG Vanguard Morningstar… 0.5% 1.2%
AGG iShares Core U.S.… 0.7% 1.0%
VO Vanguard Morningstar… 1.0% 0.5%
AAPL Apple Inc. 0.6% 1.0%
MSFT Microsoft Corporation 0.5% 1.0%
IVE iShares S&P 500 Value ETF 0.0% 1.2%
AMZN Amazon.com, Inc. 0.5% 0.7%
QQQM Invesco NASDAQ 100 ETF 0.6% 0.5%
VTEB Vanguard Tax-Exempt Bond… 1.0% 0.1%
GOOGL Alphabet Inc. 0.4% 0.6%
DFIV Dimensional -… 1.0% 0.1%
MUB iShares National Muni… 0.5% 0.4%
BIV Vanguard… 0.5% 0.4%
AVGO Broadcom Inc. 0.2% 0.7%
VNQ Vanguard Real Estate ETF 0.9% 0.1%
GOVT iShares U.S. Treasury… 0.0% 0.9%
BAI iShares A.I. Innovation… 0.1% 0.7%
CGDV Capital Group Dividend… 0.6% 0.3%
IWF iShares Russell 1000… 0.2% 0.6%
JPM JPMorgan Chase & Co. 0.2% 0.6%
EFG iShares MSCI EAFE Growth… 0.1% 0.7%
SPYM State Street SPDR… 0.3% 0.5%
GOOG Alphabet Inc. 0.2% 0.5%
VB Vanguard Morningstar… 0.5% 0.3%
BNDX Vanguard Total… 0.0% 0.7%
MTUM iShares MSCI USA Momentum… 0.1% 0.6%
VTI Vanguard Morningstar… 0.2% 0.5%
SCHH Schwab U.S. REIT ETF 0.6% 0.1%
MBB iShares MBS ETF 0.0% 0.7%
SCHG Schwab U.S. Large-Cap… 0.2% 0.5%
IWB iShares Russell 1000 ETF 0.3% 0.4%
BSV Vanguard Short-Term Bond… 0.1% 0.6%
META Meta Platforms, Inc. 0.2% 0.4%
EFV iShares MSCI EAFE Value… 0.1% 0.6%
AVEM Avantis Emerging Markets… 0.3% 0.4%
VV Vanguard Morningstar… 0.5% 0.1%
GSLC Goldman Sachs ActiveBeta… 0.5% 0.1%
SCHX Schwab U.S. Large-Cap ETF 0.6% 0.0%

Distinctively Northwestern Mutual…

BCTK 0.0%
NBCM 0.0%
QMOM 0.0%
BBRE JPMorgan BetaBuilders… 0.0%
DINT 0.0%
BEDY 0.0%
MIAX Miami International… 0.0%
QVAL 0.0%
CVMC 0.0%
SFY 0.0%
FNRN 0.0%
TGRW T. Rowe Price Growth… 0.0%
METV 0.0%
GINN 0.0%
ISCB 0.0%

Distinctively Envestnet Asset…

APUE ActivePassive U.S.… 0.3%
APIE 0.1%
GBND 0.1%
APCB 0.1%
BFLX 0.1%
TSME 0.1%
TCPB 0.1%
SFLR 0.0%
GCOR 0.0%
RGLO 0.0%
BCHP 0.0%
APMU 0.0%
KORP 0.0%
GIGL 0.0%
XTWY 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology