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
676
$1.72M ﹤0.01%
51,329
+9,919
677
$1.71M ﹤0.01%
15,333
+632
678
$1.7M ﹤0.01%
32,471
+3,260
679
$1.69M ﹤0.01%
18,096
+4,678
680
$1.69M ﹤0.01%
28,793
+5,279
681
$1.68M ﹤0.01%
31,242
+3,447
682
$1.68M ﹤0.01%
29,203
+3,220
683
$1.67M ﹤0.01%
107,505
+27,358
684
$1.65M ﹤0.01%
80,365
-39,360
685
$1.65M ﹤0.01%
22,078
-9,766
686
$1.64M ﹤0.01%
60,525
-515
687
$1.64M ﹤0.01%
28,858
+3,064
688
$1.62M ﹤0.01%
11,867
+654
689
$1.62M ﹤0.01%
33,381
+2,048
690
$1.62M ﹤0.01%
4,774
-3,193
691
$1.62M ﹤0.01%
228,138
-6,994
692
$1.61M ﹤0.01%
35,223
+33,235
693
$1.61M ﹤0.01%
32,452
-9,770
694
$1.61M ﹤0.01%
14,590
+2,665
695
$1.61M ﹤0.01%
32,819
-1,939
696
$1.6M ﹤0.01%
118,074
-105,888
697
$1.6M ﹤0.01%
26,924
-2,230
698
$1.59M ﹤0.01%
18,286
-3,050
699
$1.58M ﹤0.01%
24,159
+475
700
$1.58M ﹤0.01%
84,374
+783
26 27
28
29 30