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
2551
$8K ﹤0.01%
108
-11
2552
$8K ﹤0.01%
220
2553
$8K ﹤0.01%
+215
2554
$8K ﹤0.01%
679
+390
2555
$8K ﹤0.01%
373
-67
2556
$8K ﹤0.01%
212
-53
2557
$8K ﹤0.01%
250
2558
$7K ﹤0.01%
+380
2559
$7K ﹤0.01%
42
2560
$7K ﹤0.01%
1,867
+1,347
2561
$7K ﹤0.01%
+63
2562
$7K ﹤0.01%
332
-4
2563
$7K ﹤0.01%
190
-786
2564
$7K ﹤0.01%
951
2565
$7K ﹤0.01%
201
+45
2566
$7K ﹤0.01%
+145
2567
$7K ﹤0.01%
182
-2,083
2568
$7K ﹤0.01%
1,009
2569
$7K ﹤0.01%
+301
2570
$7K ﹤0.01%
+335
2571
$7K ﹤0.01%
400
2572
$7K ﹤0.01%
103
2573
$7K ﹤0.01%
1,780
+760
2574
$7K ﹤0.01%
+74
2575
$7K ﹤0.01%
484
+100
101 102
103
104 105