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
51
$155M 0.25%
3,245,844
+151,652
52
$155M 0.25%
5,680,560
+781,600
53
$154M 0.25%
554,101
+35,963
54
$150M 0.24%
1,975,038
+203,793
55
$137M 0.22%
1,796,890
-158,760
56
$126M 0.2%
362,038
-1,221
57
$114M 0.18%
1,605,196
+153,657
58
$112M 0.18%
823,157
+48,058
59
$112M 0.18%
317,452
+1,414
60
$110M 0.18%
663,211
-11,776
61
$109M 0.18%
882,394
+425,441
62
$105M 0.17%
1,958,396
+59,800
63
$103M 0.16%
579,369
+145,591
64
$103M 0.16%
1,318,042
-181,496
65
$98.2M 0.16%
2,074,867
+213,507
66
$96.8M 0.16%
189,842
+6,782
67
$95.5M 0.15%
942,224
+26,167
68
$94.9M 0.15%
427,997
+40,893
69
$93.2M 0.15%
419,103
+19,303
70
$93.1M 0.15%
1,772,220
+194,479
71
$88.5M 0.14%
1,413,651
+978,787
72
$88.1M 0.14%
873,277
+74,860
73
$88.1M 0.14%
153,022
+14,142
74
$85.9M 0.14%
475,250
-4,211
75
$84.7M 0.14%
3,350,565
+87,981
1 2
3
4 5