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
26
$372M 0.6%
3,477,326
-305,023
27
$330M 0.53%
794,816
+78,180
28
$309M 0.5%
12,148,278
+241,773
29
$305M 0.49%
1,868,440
+76,600
30
$301M 0.48%
1,047,627
+36,679
31
$290M 0.47%
1,366,074
+110,365
32
$289M 0.46%
1,958,011
+412,666
33
$289M 0.46%
3,525,073
+772,952
34
$281M 0.45%
5,448,302
+3,218,822
35
$275M 0.44%
1,744,052
+109,359
36
$256M 0.41%
1,838,720
+156,960
37
$248M 0.4%
3,199,740
-906,822
38
$221M 0.35%
882,595
+66,751
39
$212M 0.34%
4,252,844
+1,944,533
40
$198M 0.32%
1,844,273
+1,759,418
41
$192M 0.31%
2,658,587
-239,698
42
$191M 0.31%
5,057,543
+406,153
43
$188M 0.3%
1,160,940
+426
44
$187M 0.3%
1,497,705
-1,606,120
45
$184M 0.29%
1,812,292
+276,883
46
$181M 0.29%
793,928
+32,090
47
$177M 0.28%
9,877,968
+1,013,664
48
$177M 0.28%
3,447,285
-23,989,201
49
$162M 0.26%
2,605,139
+2,350,616
50
$156M 0.25%
2,119,591
+55,052
1
2
3 4 5