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
451
$4.67M 0.01%
22,338
+1,309
452
$4.66M 0.01%
157,447
+157,051
453
$4.64M 0.01%
73,448
+24,248
454
$4.62M 0.01%
121,735
+112,626
455
$4.58M 0.01%
19,110
+4,500
456
$4.54M 0.01%
339,527
+225,784
457
$4.53M 0.01%
74,633
+22,041
458
$4.49M 0.01%
34,186
+989
459
$4.45M 0.01%
36,115
-486
460
$4.44M 0.01%
65,638
+4,812
461
$4.42M 0.01%
120,280
-3,750
462
$4.42M 0.01%
85,388
+7,080
463
$4.42M 0.01%
26,734
+293
464
$4.41M 0.01%
21,144
-4,003
465
$4.39M 0.01%
169,497
-6,564
466
$4.38M 0.01%
143,658
+16,258
467
$4.34M 0.01%
150,113
+62,133
468
$4.33M 0.01%
73,772
+23,038
469
$4.32M 0.01%
43,282
-1,875
470
$4.31M 0.01%
86,356
+2,804
471
$4.28M 0.01%
70,690
-76,026
472
$4.25M 0.01%
139,967
-164,867
473
$4.25M 0.01%
95,647
+8,703
474
$4.25M 0.01%
312,056
475
$4.24M 0.01%
40,539
+4,355
17 18
19
20 21