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
651
$1.94M ﹤0.01%
43,803
+41,995
652
$1.93M ﹤0.01%
8,728
+1,852
653
$1.92M ﹤0.01%
17,272
-980
654
$1.91M ﹤0.01%
21,242
+1,063
655
$1.89M ﹤0.01%
54,484
-16,952
656
$1.88M ﹤0.01%
80,092
-17,074
657
$1.88M ﹤0.01%
19,115
+1,508
658
$1.87M ﹤0.01%
96,156
+30,312
659
$1.86M ﹤0.01%
51,094
+37,616
660
$1.85M ﹤0.01%
31,679
-4,105
661
$1.82M ﹤0.01%
7,284
-35,807
662
$1.82M ﹤0.01%
35,926
+173
663
$1.81M ﹤0.01%
15,147
+7,359
664
$1.81M ﹤0.01%
25,973
+2,786
665
$1.8M ﹤0.01%
21,422
+3,320
666
$1.8M ﹤0.01%
7,430
+238
667
$1.79M ﹤0.01%
8,640
+5,739
668
$1.79M ﹤0.01%
+34,181
669
$1.78M ﹤0.01%
27,157
+2,587
670
$1.78M ﹤0.01%
11,962
-5,167
671
$1.76M ﹤0.01%
37,446
-56,446
672
$1.76M ﹤0.01%
18,583
+9,490
673
$1.74M ﹤0.01%
3,101
-172
674
$1.73M ﹤0.01%
38,172
-1,385
675
$1.73M ﹤0.01%
29,834
-2,535
25 26
27
28 29