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
2576
$7K ﹤0.01%
563
-637
2577
$7K ﹤0.01%
93
2578
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58
-15
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2580
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+27
2581
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287
-89
2582
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257
2583
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80
+67
2584
$7K ﹤0.01%
75
-31
2585
$7K ﹤0.01%
96
+86
2586
$7K ﹤0.01%
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2587
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110
+107
2588
$7K ﹤0.01%
+700
2589
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80
2590
$7K ﹤0.01%
1,000
2591
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43
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2593
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81
-890
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$6K ﹤0.01%
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2595
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124
-32
2596
$6K ﹤0.01%
36
-164
2597
$6K ﹤0.01%
200
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2598
$6K ﹤0.01%
104
+4
2599
$6K ﹤0.01%
145
-2,244
2600
$6K ﹤0.01%
+116
102 103
104
105 106