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
526
$3.22M 0.01%
14,879
+71
527
$3.19M 0.01%
69,720
-10,969
528
$3.19M 0.01%
8,183
+4,837
529
$3.18M 0.01%
4,289
-3,375
530
$3.18M 0.01%
78,500
+60,084
531
$3.17M 0.01%
10,417
-115
532
$3.14M 0.01%
217,684
+187,821
533
$3.14M 0.01%
47,291
-2,554
534
$3.12M 0.01%
91,460
+19,798
535
$3.09M 0.01%
35,249
+3,555
536
$3.08M ﹤0.01%
140,232
+44,915
537
$3.07M ﹤0.01%
94,545
+11,567
538
$3.06M ﹤0.01%
94,918
+85,638
539
$3.06M ﹤0.01%
36,239
+18,644
540
$3.04M ﹤0.01%
52,435
+9,531
541
$3.01M ﹤0.01%
28,288
+308
542
$2.98M ﹤0.01%
24,456
-3,899
543
$2.96M ﹤0.01%
90,679
+5,051
544
$2.96M ﹤0.01%
43,767
+37,302
545
$2.94M ﹤0.01%
119,858
+8,043
546
$2.92M ﹤0.01%
23,958
+10,051
547
$2.91M ﹤0.01%
58,748
+11,159
548
$2.9M ﹤0.01%
99,417
-2,975
549
$2.89M ﹤0.01%
229,964
-4,157
550
$2.89M ﹤0.01%
56,222
+1,403
20 21
22
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