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
201
$23.2M 0.04%
121,378
+24,354
202
$23.2M 0.04%
442,774
-834,947
203
$23.1M 0.04%
312,128
+4,146
204
$23.1M 0.04%
790,392
+43,744
205
$22.8M 0.04%
218,772
+19,921
206
$22.7M 0.04%
79,356
-2,481
207
$22.6M 0.04%
388,439
+199,714
208
$21.7M 0.03%
94,277
+8,364
209
$21.7M 0.03%
265,643
+23,585
210
$21.7M 0.03%
54,367
+6,822
211
$21.5M 0.03%
94,809
-10,859
212
$21.4M 0.03%
758,275
-140,180
213
$20.9M 0.03%
246,717
+38,566
214
$20.9M 0.03%
162,555
+50,920
215
$20.5M 0.03%
676,866
-1,812,560
216
$20.5M 0.03%
201,908
+14,215
217
$20.3M 0.03%
103,608
+31,393
218
$20.3M 0.03%
388,009
-17,116
219
$20.3M 0.03%
192,962
-89,841
220
$20M 0.03%
65,658
-26,294
221
$19.9M 0.03%
392,844
+386,548
222
$19.8M 0.03%
181,674
-12,294
223
$19.5M 0.03%
44,123
-1,680
224
$19.4M 0.03%
926,940
+355,397
225
$19.3M 0.03%
266,057
-8,998
7 8
9
10 11