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
501
$3.75M 0.01%
70,282
-3,992
502
$3.75M 0.01%
267,153
-1,200
503
$3.74M 0.01%
44,510
+1,760
504
$3.72M 0.01%
47,970
+9,451
505
$3.66M 0.01%
174,613
+106,734
506
$3.66M 0.01%
32,100
+5,531
507
$3.64M 0.01%
192,592
+64,385
508
$3.63M 0.01%
48,109
+5,171
509
$3.6M 0.01%
48,928
+1,481
510
$3.58M 0.01%
97,296
+71,671
511
$3.57M 0.01%
35,030
+836
512
$3.54M 0.01%
35,466
-6,293
513
$3.51M 0.01%
25,317
-68,556
514
$3.5M 0.01%
51,836
-216
515
$3.49M 0.01%
118,560
+22,009
516
$3.44M 0.01%
33,387
+3,493
517
$3.42M 0.01%
64,648
-121,779
518
$3.42M 0.01%
260,133
-257,159
519
$3.41M 0.01%
40,650
+6,494
520
$3.4M 0.01%
55,326
+54,995
521
$3.36M 0.01%
130,021
+1,025
522
$3.31M 0.01%
72,604
-1,638
523
$3.28M 0.01%
59,598
-1,164
524
$3.26M 0.01%
49,265
+21,874
525
$3.23M 0.01%
37,764
+2,642
19 20
21
22 23