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
551
$2.88M ﹤0.01%
99,161
+92,690
552
$2.88M ﹤0.01%
20,291
-16,343
553
$2.88M ﹤0.01%
16,353
-309
554
$2.87M ﹤0.01%
10,230
+1,550
555
$2.86M ﹤0.01%
59,075
-43,283
556
$2.86M ﹤0.01%
21,462
-3,598
557
$2.82M ﹤0.01%
64,427
+11,061
558
$2.82M ﹤0.01%
30,859
+8,922
559
$2.8M ﹤0.01%
9,321
-13
560
$2.79M ﹤0.01%
115,737
+18,661
561
$2.79M ﹤0.01%
194,286
+93,318
562
$2.79M ﹤0.01%
111,371
-127,641
563
$2.78M ﹤0.01%
48,120
-7,045
564
$2.78M ﹤0.01%
27,821
-3,318
565
$2.77M ﹤0.01%
45,712
+13,236
566
$2.77M ﹤0.01%
175,767
+48,441
567
$2.76M ﹤0.01%
61,734
+17,282
568
$2.75M ﹤0.01%
27,802
+2,270
569
$2.73M ﹤0.01%
10,534
+542
570
$2.71M ﹤0.01%
46,165
+16,230
571
$2.69M ﹤0.01%
33,597
-8,013
572
$2.68M ﹤0.01%
22,840
-2,135
573
$2.68M ﹤0.01%
56,216
-17,033
574
$2.67M ﹤0.01%
+48,652
575
$2.67M ﹤0.01%
84,400
+3,800
21 22
23
24 25