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
401
$5.83M 0.01%
249,704
+139,242
402
$5.8M 0.01%
146,557
+9,631
403
$5.79M 0.01%
68,725
+11,443
404
$5.78M 0.01%
18,103
+5,573
405
$5.76M 0.01%
27,517
-679
406
$5.71M 0.01%
207,017
+26,253
407
$5.68M 0.01%
131,414
+119,731
408
$5.67M 0.01%
72,564
-8,234
409
$5.62M 0.01%
173,556
+55,045
410
$5.62M 0.01%
96,100
-36,073
411
$5.59M 0.01%
70,397
+41,039
412
$5.49M 0.01%
40,253
+1,398
413
$5.47M 0.01%
16,793
-6,074
414
$5.42M 0.01%
277,373
+261,002
415
$5.4M 0.01%
82,657
+18,130
416
$5.39M 0.01%
66,465
-11,685
417
$5.36M 0.01%
24,449
-5,656
418
$5.33M 0.01%
61,746
+22,612
419
$5.32M 0.01%
68,953
+58,594
420
$5.31M 0.01%
64,553
+10,074
421
$5.3M 0.01%
31,115
+4,241
422
$5.3M 0.01%
15,305
+660
423
$5.29M 0.01%
257,397
+15,524
424
$5.28M 0.01%
40,522
-5,725
425
$5.27M 0.01%
296,208
+37,986
15 16
17
18 19