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
376
$6.71M 0.01%
51,020
+2,586
377
$6.7M 0.01%
195,254
+16,559
378
$6.69M 0.01%
92,582
+21,595
379
$6.69M 0.01%
306,400
+164,058
380
$6.62M 0.01%
391,652
+74,490
381
$6.55M 0.01%
133,995
-48,208
382
$6.53M 0.01%
43,939
+10,520
383
$6.5M 0.01%
33,418
-22,810
384
$6.44M 0.01%
202,693
+82,824
385
$6.41M 0.01%
158,726
+29,167
386
$6.38M 0.01%
154,241
+151,264
387
$6.31M 0.01%
70,087
+36,245
388
$6.31M 0.01%
100,484
-1,457
389
$6.29M 0.01%
87,643
+12,572
390
$6.27M 0.01%
58,687
-10,653
391
$6.26M 0.01%
28,097
-15,355
392
$6.22M 0.01%
64,855
+49,624
393
$6.19M 0.01%
309,471
+280,124
394
$6.16M 0.01%
93,691
+23,355
395
$6.15M 0.01%
161,743
+100,687
396
$6.08M 0.01%
92,571
-13,273
397
$6.03M 0.01%
54,384
+42,234
398
$5.99M 0.01%
95,668
+90,427
399
$5.9M 0.01%
194,433
+86,916
400
$5.89M 0.01%
50,075
+5,441
14 15
16
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