Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,585
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$818M
3
+$377M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$228M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$202M

Top Sells

1
+$1.23B
2
+$200M
3
+$95.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$70.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$55M

Sector Composition

1 Technology 3.06%
2 Financials 1.51%
3 Healthcare 1.3%
4 Consumer Discretionary 1.25%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.1M 0.03%
76,663
-7,662
227
$19.1M 0.03%
386,012
+25,517
228
$18.7M 0.03%
214,075
-605,198
229
$18.6M 0.03%
373,634
+258,661
230
$18.5M 0.03%
86,318
-15,816
231
$18.4M 0.03%
71,850
+5,992
232
$18.3M 0.03%
97,123
+7,897
233
$18.2M 0.03%
181,784
+51,244
234
$18.2M 0.03%
463,213
+249,821
235
$18.1M 0.03%
156,529
+4,042
236
$17.9M 0.03%
76,240
+6,763
237
$17.9M 0.03%
546,505
-242,901
238
$17.9M 0.03%
117,059
+5,103
239
$17.8M 0.03%
248,272
+13,068
240
$17.2M 0.03%
154,768
+10,399
241
$16.4M 0.03%
146,022
+22,640
242
$16.3M 0.03%
128,782
+7,534
243
$16.3M 0.03%
62,196
-1,806
244
$16.3M 0.03%
205,982
+4,813
245
$16.2M 0.03%
177,950
+3,658
246
$15.8M 0.03%
128,391
+7,816
247
$15.8M 0.03%
166,250
+84,976
248
$15.7M 0.03%
214,838
-23,923
249
$15.3M 0.02%
239,374
+206,093
250
$15.2M 0.02%
220,105
-3,345
8 9
10
11 12