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
276
$12.3M 0.02%
110,508
+11,697
277
$12.2M 0.02%
161,002
+1,401
278
$12.1M 0.02%
111,510
+7,494
279
$12.1M 0.02%
80,661
+3,053
280
$11.8M 0.02%
208,477
-186,125
281
$11.7M 0.02%
50,457
+11,849
282
$11.6M 0.02%
217,509
-288,400
283
$11.6M 0.02%
72,813
+11,129
284
$11.4M 0.02%
88,764
+2,871
285
$11.2M 0.02%
86,301
+5,132
286
$10.9M 0.02%
45,390
+5,800
287
$10.8M 0.02%
151,011
+95,245
288
$10.8M 0.02%
604,136
+2,128
289
$10.7M 0.02%
646,035
+23,535
290
$10.7M 0.02%
128,173
+62,605
291
$10.7M 0.02%
200,968
-20,545
292
$10.7M 0.02%
52,542
-9,550
293
$10.6M 0.02%
65,728
+13,051
294
$10.6M 0.02%
425,889
+97,705
295
$10.6M 0.02%
20
296
$10.5M 0.02%
165,143
+7,038
297
$10.4M 0.02%
107,135
-55,402
298
$10.4M 0.02%
236,564
+7,598
299
$10.3M 0.02%
82,907
-2,851
300
$10.3M 0.02%
137,419
-15,281
10 11
12
13 14