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
576
$2.66M ﹤0.01%
14,423
+650
577
$2.66M ﹤0.01%
8,942
+1,023
578
$2.64M ﹤0.01%
53,238
+4,937
579
$2.62M ﹤0.01%
28,982
+7,924
580
$2.59M ﹤0.01%
1,267
-24
581
$2.59M ﹤0.01%
48,714
+10,726
582
$2.59M ﹤0.01%
204,813
+3,333
583
$2.58M ﹤0.01%
36,110
+199
584
$2.57M ﹤0.01%
57,139
+29,043
585
$2.56M ﹤0.01%
16,779
+399
586
$2.52M ﹤0.01%
9,245
+1,437
587
$2.5M ﹤0.01%
70,136
+5,336
588
$2.5M ﹤0.01%
9,580
+2,024
589
$2.5M ﹤0.01%
62,526
-289,690
590
$2.49M ﹤0.01%
27,035
-10,123
591
$2.49M ﹤0.01%
27,489
+23,731
592
$2.48M ﹤0.01%
41,256
+566
593
$2.47M ﹤0.01%
6,946
-6,359
594
$2.46M ﹤0.01%
20,738
+418
595
$2.44M ﹤0.01%
29,117
-757
596
$2.43M ﹤0.01%
20,607
+375
597
$2.42M ﹤0.01%
40,976
-111,662
598
$2.42M ﹤0.01%
33,473
-1,175
599
$2.41M ﹤0.01%
38,422
+12,797
600
$2.4M ﹤0.01%
5,492
+4,251
22 23
24
25 26