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
626
$2.12M ﹤0.01%
148,617
-12,309
627
$2.12M ﹤0.01%
181,778
+103,046
628
$2.12M ﹤0.01%
50,225
+24,491
629
$2.11M ﹤0.01%
18,810
-3,437
630
$2.11M ﹤0.01%
65,118
+2,309
631
$2.07M ﹤0.01%
45,050
+1,249
632
$2.06M ﹤0.01%
24,877
+13,053
633
$2.05M ﹤0.01%
27,323
-96
634
$2.03M ﹤0.01%
20,219
+3,757
635
$2.03M ﹤0.01%
43,905
+3,035
636
$2.03M ﹤0.01%
80,364
+24,394
637
$2.03M ﹤0.01%
161,620
-49,894
638
$2.02M ﹤0.01%
170,725
-85,870
639
$2.02M ﹤0.01%
6,857
-948
640
$2.01M ﹤0.01%
18,681
+9,388
641
$2.01M ﹤0.01%
15,190
-712
642
$2.01M ﹤0.01%
17,143
+3,399
643
$2M ﹤0.01%
10,630
-21,169
644
$1.99M ﹤0.01%
144,903
+25,437
645
$1.97M ﹤0.01%
77,992
-12,335
646
$1.96M ﹤0.01%
36,189
+3,680
647
$1.96M ﹤0.01%
17,739
-1,637
648
$1.95M ﹤0.01%
166,621
+107,179
649
$1.95M ﹤0.01%
156,961
+124,127
650
$1.95M ﹤0.01%
26,962
-29
24 25
26
27 28