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
301
$10.3M 0.02%
120,023
-3,367
302
$10.2M 0.02%
601,052
+319,122
303
$10.1M 0.02%
15,166
-31
304
$10M 0.02%
188,455
+23,187
305
$10M 0.02%
129,342
+114,729
306
$9.99M 0.02%
17,936
+4,915
307
$9.98M 0.02%
343,793
+103,567
308
$9.81M 0.02%
455,653
+15,050
309
$9.8M 0.02%
110,594
+15,712
310
$9.52M 0.02%
176,006
-42,472
311
$9.41M 0.02%
172,918
-35,914
312
$9.31M 0.01%
1,073,086
-37,759
313
$9.31M 0.01%
62,644
+15,235
314
$9.24M 0.01%
94,274
+13,526
315
$9.15M 0.01%
153,184
-32,639
316
$9.08M 0.01%
122,602
+4,535
317
$9.02M 0.01%
370,179
+71,030
318
$9M 0.01%
139,992
+94,626
319
$9M 0.01%
47,390
+983
320
$8.96M 0.01%
356,855
+329,291
321
$8.93M 0.01%
111,062
+98,288
322
$8.92M 0.01%
112,335
+73
323
$8.89M 0.01%
38,824
+1,792
324
$8.85M 0.01%
170,330
-6,593
325
$8.8M 0.01%
542,530
+19,481
11 12
13
14 15