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
151
$38.2M 0.06%
1,039,344
+23,263
152
$38.2M 0.06%
376,326
+109,999
153
$38M 0.06%
195,176
+17,948
154
$37.6M 0.06%
151,735
+19,854
155
$37.5M 0.06%
91,400
+19,656
156
$37.4M 0.06%
225,722
-9,241
157
$37.3M 0.06%
282,500
+55,250
158
$36.9M 0.06%
149,176
-3,969
159
$36.5M 0.06%
291,488
+27,501
160
$36.4M 0.06%
776,786
-84,710
161
$36.2M 0.06%
193,808
-29,898
162
$36.1M 0.06%
437,284
+67,336
163
$36M 0.06%
670,320
+39,450
164
$35.6M 0.06%
717,009
-2,721
165
$35.3M 0.06%
1,482,855
+74,499
166
$35.2M 0.06%
938,897
+62,651
167
$34.8M 0.06%
179,489
+13,152
168
$34.4M 0.06%
287,630
+44,970
169
$34.1M 0.05%
1,003,782
+39,448
170
$33.9M 0.05%
1,060,541
+1,059,158
171
$33.8M 0.05%
764,161
+62,817
172
$33.2M 0.05%
900,667
+3,695
173
$32.4M 0.05%
641,822
+625,602
174
$32.1M 0.05%
867,601
+844,120
175
$31.6M 0.05%
1,791,463
-421,233
5 6
7
8 9