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
176
$31.6M 0.05%
239,229
-2,606
177
$31.6M 0.05%
315,789
+32,143
178
$31M 0.05%
355,193
+291,231
179
$31M 0.05%
331,819
+44,179
180
$30.6M 0.05%
678,719
+94,221
181
$30.6M 0.05%
188,543
+7,951
182
$30.4M 0.05%
411,683
+139,562
183
$30.1M 0.05%
142,015
+80,682
184
$29.9M 0.05%
221,646
+5,312
185
$28.7M 0.05%
95,204
-1,923
186
$28.2M 0.05%
178,069
+16,072
187
$28.1M 0.05%
502,128
+491,536
188
$27.9M 0.04%
82,673
-11,203
189
$27.6M 0.04%
583,054
+406,055
190
$27.4M 0.04%
536,951
+24,028
191
$27.1M 0.04%
259,305
+163,299
192
$27M 0.04%
402,666
+20,596
193
$27M 0.04%
73,646
+5,699
194
$27M 0.04%
483,369
+44,522
195
$25.8M 0.04%
314,263
+2,207
196
$24.8M 0.04%
605,479
+550,028
197
$23.8M 0.04%
234,858
+25,665
198
$23.6M 0.04%
380,163
+18,449
199
$23.5M 0.04%
373,360
+41,000
200
$23.2M 0.04%
153,196
-36,799
6 7
8
9 10