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
2501
$10K ﹤0.01%
100
-21
2502
$9K ﹤0.01%
+400
2503
$9K ﹤0.01%
500
2504
$9K ﹤0.01%
1,000
2505
$9K ﹤0.01%
90
-10
2506
$9K ﹤0.01%
+185
2507
$9K ﹤0.01%
860
2508
$9K ﹤0.01%
343
2509
$9K ﹤0.01%
173
-304
2510
$9K ﹤0.01%
800
2511
$9K ﹤0.01%
+170
2512
$9K ﹤0.01%
1,375
2513
$9K ﹤0.01%
101
+99
2514
$9K ﹤0.01%
+338
2515
$9K ﹤0.01%
261
+25
2516
$9K ﹤0.01%
540
2517
$9K ﹤0.01%
156
-58
2518
$9K ﹤0.01%
+158
2519
$9K ﹤0.01%
300
2520
$9K ﹤0.01%
384
+199
2521
$9K ﹤0.01%
+1,250
2522
$9K ﹤0.01%
+58
2523
$8K ﹤0.01%
+203
2524
$8K ﹤0.01%
+75
2525
$8K ﹤0.01%
+100
99 100
101
102 103