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
426
$5.26M 0.01%
58,120
-42,795
427
$5.24M 0.01%
59,748
+28
428
$5.24M 0.01%
75,644
+19,426
429
$5.21M 0.01%
38,413
-2,830
430
$5.18M 0.01%
66,542
+11,197
431
$5.15M 0.01%
80,871
+28,426
432
$5.12M 0.01%
223,984
+65,864
433
$5.1M 0.01%
167,151
+164,960
434
$5.1M 0.01%
13,965
+3,345
435
$5.06M 0.01%
20,246
+2,238
436
$5.05M 0.01%
79,705
+14,743
437
$5.05M 0.01%
169,898
+3,700
438
$5.04M 0.01%
24,542
+570
439
$5.01M 0.01%
129,643
+8,025
440
$4.98M 0.01%
106,695
-20
441
$4.97M 0.01%
35,850
+3,447
442
$4.92M 0.01%
22,978
+180
443
$4.89M 0.01%
41,400
+912
444
$4.85M 0.01%
30,698
+26,328
445
$4.77M 0.01%
172,775
+2,511
446
$4.75M 0.01%
125,279
+110,148
447
$4.74M 0.01%
73,669
+3,048
448
$4.74M 0.01%
79,791
+30,084
449
$4.72M 0.01%
82,752
-4,128
450
$4.7M 0.01%
54,595
+12,523
16 17
18
19 20