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
2476
$10K ﹤0.01%
300
-1,023
2477
$10K ﹤0.01%
+126
2478
$10K ﹤0.01%
1,450
-1,665
2479
$10K ﹤0.01%
643
2480
$10K ﹤0.01%
324
+234
2481
$10K ﹤0.01%
+153
2482
$10K ﹤0.01%
308
-192
2483
$10K ﹤0.01%
+260
2484
$10K ﹤0.01%
1,081
-3,904
2485
$10K ﹤0.01%
580
2486
$10K ﹤0.01%
825
2487
$10K ﹤0.01%
700
2488
$10K ﹤0.01%
215
-61
2489
$10K ﹤0.01%
229
2490
$10K ﹤0.01%
105
2491
$10K ﹤0.01%
254
+248
2492
$10K ﹤0.01%
+393
2493
$10K ﹤0.01%
952
-798
2494
$10K ﹤0.01%
88
-9
2495
$10K ﹤0.01%
209
-236
2496
$10K ﹤0.01%
1,000
2497
$10K ﹤0.01%
+308
2498
$10K ﹤0.01%
353
2499
$10K ﹤0.01%
226
-947
2500
$10K ﹤0.01%
352
-64
98 99
100
101 102