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
776
$1.25M ﹤0.01%
73,325
-5,434
777
$1.24M ﹤0.01%
84,923
+11,468
778
$1.24M ﹤0.01%
14,815
+1,324
779
$1.24M ﹤0.01%
55,529
+14,370
780
$1.23M ﹤0.01%
5,863
+1,111
781
$1.23M ﹤0.01%
24,626
-3,143
782
$1.23M ﹤0.01%
25,093
+260
783
$1.23M ﹤0.01%
13,412
+93
784
$1.23M ﹤0.01%
109,730
+26,929
785
$1.23M ﹤0.01%
3,702
-26
786
$1.22M ﹤0.01%
11,086
-2,986
787
$1.21M ﹤0.01%
16,542
+822
788
$1.21M ﹤0.01%
5,345
+2,009
789
$1.2M ﹤0.01%
24,971
+21,008
790
$1.2M ﹤0.01%
13,409
+7,447
791
$1.19M ﹤0.01%
31,825
+920
792
$1.19M ﹤0.01%
7,693
+879
793
$1.19M ﹤0.01%
7,621
+449
794
$1.18M ﹤0.01%
20,625
+1,215
795
$1.18M ﹤0.01%
10,548
-244
796
$1.18M ﹤0.01%
3,492
+308
797
$1.17M ﹤0.01%
276,868
+250,389
798
$1.17M ﹤0.01%
6,774
+743
799
$1.16M ﹤0.01%
8,746
+1,072
800
$1.16M ﹤0.01%
17,856
-660
30 31
32
33 34