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
476
$4.22M 0.01%
213,496
-16
477
$4.18M 0.01%
122,308
+29,232
478
$4.15M 0.01%
105,397
+62,716
479
$4.13M 0.01%
119,841
+25,652
480
$4.13M 0.01%
58,620
+9,127
481
$4.12M 0.01%
30,952
+633
482
$4.11M 0.01%
49,641
+3,939
483
$4.1M 0.01%
16,362
+1,399
484
$4.09M 0.01%
27,091
-26,808
485
$4.09M 0.01%
48,980
+31,992
486
$4.05M 0.01%
72,924
-1,988
487
$4.04M 0.01%
162,264
-59,613
488
$4.01M 0.01%
13,085
-50
489
$3.98M 0.01%
129,710
+127,120
490
$3.97M 0.01%
45,876
-1,188
491
$3.95M 0.01%
66,393
-1,858
492
$3.93M 0.01%
23,845
+2,883
493
$3.9M 0.01%
100,900
+35,564
494
$3.89M 0.01%
87,596
-3,043
495
$3.89M 0.01%
93,208
+7,840
496
$3.88M 0.01%
44,983
+3,950
497
$3.85M 0.01%
40,053
-94
498
$3.76M 0.01%
118,093
+77,030
499
$3.76M 0.01%
20,590
-2,170
500
$3.76M 0.01%
49,552
-984
18 19
20
21 22