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
76
$83.9M 0.13%
560,598
+27,693
77
$83.9M 0.13%
3,021,334
+2,755,197
78
$80.6M 0.13%
225,597
+18,456
79
$80.1M 0.13%
491,916
+33,378
80
$80M 0.13%
523,591
+41,387
81
$79.4M 0.13%
2,035,025
-421,996
82
$79.1M 0.13%
4,160,249
-1,789,212
83
$79.1M 0.13%
2,171,124
+252,601
84
$78.8M 0.13%
1,189,069
-119,255
85
$77.6M 0.12%
555,920
+110,500
86
$77.3M 0.12%
574,248
-1,634
87
$76.7M 0.12%
256,301
+16,757
88
$74.9M 0.12%
683,146
-15,534
89
$71.8M 0.12%
656,936
+155,890
90
$71M 0.11%
1,413,179
+295,981
91
$70.7M 0.11%
905,541
+15,597
92
$68.9M 0.11%
1,406,039
+303,071
93
$68.3M 0.11%
1,615,688
-2,265,309
94
$67.2M 0.11%
524,543
-8,643
95
$66.5M 0.11%
1,947,285
+45,630
96
$66.5M 0.11%
561,781
+41,216
97
$65.9M 0.11%
1,148,749
-11,675
98
$65.1M 0.1%
724,403
+688,740
99
$64.7M 0.1%
131,965
+8,984
100
$63.8M 0.1%
300,620
+17,720
2 3
4
5 6