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
101
$63.5M 0.1%
407,597
+15,325
102
$63M 0.1%
282,875
+25,131
103
$61.9M 0.1%
1,501,159
+144,718
104
$61.8M 0.1%
3,303,628
+246,492
105
$58.5M 0.09%
229,964
+1,473
106
$58.1M 0.09%
1,156,446
+920,432
107
$56.4M 0.09%
135,495
-8,200
108
$56.1M 0.09%
94,921
+8,256
109
$55.5M 0.09%
270,249
-3,825
110
$55.5M 0.09%
1,031,336
+578,071
111
$55M 0.09%
401,275
+31,541
112
$54.8M 0.09%
518,504
+17,547
113
$54.5M 0.09%
244,673
+52,410
114
$54.3M 0.09%
540,188
-42,881
115
$54M 0.09%
459,860
+139,566
116
$53.9M 0.09%
197,216
-13,878
117
$53.6M 0.09%
318,622
-27,426
118
$53.4M 0.09%
539,460
+45,193
119
$52M 0.08%
310,486
+11,331
120
$51.6M 0.08%
668,173
+28,476
121
$51.5M 0.08%
113,010
+19,027
122
$51.3M 0.08%
380,911
+55,290
123
$50M 0.08%
488,549
+33,509
124
$49.7M 0.08%
815,151
+123,775
125
$49.5M 0.08%
514,141
-95,105
3 4
5
6 7