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
351
$7.5M 0.01%
70,038
+15,861
352
$7.46M 0.01%
118,886
+96,914
353
$7.46M 0.01%
3,177
+299
354
$7.44M 0.01%
110,130
+14,510
355
$7.4M 0.01%
215,822
+122,271
356
$7.35M 0.01%
27,503
-3,732
357
$7.32M 0.01%
319,658
-2,350
358
$7.28M 0.01%
47,955
+1,982
359
$7.25M 0.01%
6,096
-2,608
360
$7.24M 0.01%
25,520
+19,460
361
$7.19M 0.01%
60,313
+17,869
362
$7.17M 0.01%
64,624
363
$7.15M 0.01%
62,720
-177,732
364
$7.14M 0.01%
151,431
+17,267
365
$7.08M 0.01%
69,748
+6,113
366
$7.07M 0.01%
43,798
-24,028
367
$7.06M 0.01%
172,675
368
$7M 0.01%
153,225
+10,680
369
$6.96M 0.01%
21,091
-914
370
$6.91M 0.01%
43,485
+527
371
$6.89M 0.01%
544,487
+471,751
372
$6.86M 0.01%
271,310
-78,172
373
$6.86M 0.01%
349,190
+315,770
374
$6.8M 0.01%
79,985
-774
375
$6.77M 0.01%
36,706
+233
13 14
15
16 17