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
251
$15.2M 0.02%
267,865
-17,490
252
$15.1M 0.02%
247,354
+8,034
253
$15M 0.02%
140,551
+64,307
254
$14.9M 0.02%
588,727
+60,457
255
$14.7M 0.02%
303,925
+40,036
256
$14.5M 0.02%
554,506
+168,709
257
$14.4M 0.02%
187,633
+14,264
258
$14.2M 0.02%
58,878
+5,301
259
$14.1M 0.02%
134,350
-5,051
260
$14M 0.02%
372,470
+23,870
261
$13.9M 0.02%
101,235
+74,127
262
$13.8M 0.02%
422,404
+39,506
263
$13.7M 0.02%
212,132
+14,084
264
$13.7M 0.02%
240,882
+15,964
265
$13.5M 0.02%
308,275
+21,153
266
$13.4M 0.02%
128,976
-61,752
267
$13.2M 0.02%
417,139
+73,500
268
$13M 0.02%
199,791
+15,628
269
$12.7M 0.02%
211,458
+83,748
270
$12.7M 0.02%
80,526
+14,082
271
$12.6M 0.02%
50,331
-14,965
272
$12.6M 0.02%
287,181
+7,856
273
$12.6M 0.02%
304,671
+24,874
274
$12.5M 0.02%
148,232
+104,457
275
$12.5M 0.02%
61,816
-2,913
9 10
11
12 13