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
601
$2.39M ﹤0.01%
64,749
-3,914
602
$2.38M ﹤0.01%
10,021
+591
603
$2.38M ﹤0.01%
18,086
+1,458
604
$2.37M ﹤0.01%
69,247
+19,496
605
$2.35M ﹤0.01%
33,477
+4,328
606
$2.35M ﹤0.01%
96,013
+95,226
607
$2.35M ﹤0.01%
62,038
-41,831
608
$2.34M ﹤0.01%
158,347
+10,623
609
$2.33M ﹤0.01%
98,697
+87,918
610
$2.32M ﹤0.01%
6,964
+227
611
$2.28M ﹤0.01%
69,990
+33,272
612
$2.26M ﹤0.01%
15,990
+12,299
613
$2.24M ﹤0.01%
25,041
+465
614
$2.24M ﹤0.01%
155,057
+118,910
615
$2.24M ﹤0.01%
9,000
+396
616
$2.22M ﹤0.01%
3,182
-483
617
$2.21M ﹤0.01%
35,874
-1,510
618
$2.2M ﹤0.01%
56,501
+56,003
619
$2.19M ﹤0.01%
3,357
+2,461
620
$2.18M ﹤0.01%
12,715
-34,352
621
$2.16M ﹤0.01%
63,096
+3,219
622
$2.15M ﹤0.01%
21,174
-3,736
623
$2.15M ﹤0.01%
20,950
+799
624
$2.15M ﹤0.01%
38,846
+9,011
625
$2.15M ﹤0.01%
17,909
+5,071
23 24
25
26 27