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
2601
$6K ﹤0.01%
49
-33
2602
$6K ﹤0.01%
+132
2603
$6K ﹤0.01%
+89
2604
$6K ﹤0.01%
+165
2605
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150
2606
$6K ﹤0.01%
491
+5
2607
$6K ﹤0.01%
255
2608
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1,008
+8
2609
$6K ﹤0.01%
+233
2610
$6K ﹤0.01%
1,000
2611
$6K ﹤0.01%
31
+12
2612
$6K ﹤0.01%
+1,249
2613
$6K ﹤0.01%
+85
2614
$6K ﹤0.01%
175
-95
2615
$6K ﹤0.01%
113
2616
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95
+33
2617
$6K ﹤0.01%
3,019
2618
$6K ﹤0.01%
258
+55
2619
$6K ﹤0.01%
125
2620
$6K ﹤0.01%
+396
2621
$6K ﹤0.01%
592
-337
2622
$6K ﹤0.01%
250
+50
2623
$6K ﹤0.01%
33
+6
2624
$6K ﹤0.01%
57
2625
$6K ﹤0.01%
+211
103 104
105
106 107