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
2626
$6K ﹤0.01%
+484
2627
$6K ﹤0.01%
+167
2628
$6K ﹤0.01%
700
2629
$6K ﹤0.01%
947
-3,230
2630
$6K ﹤0.01%
80
2631
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58
2632
$6K ﹤0.01%
501
+407
2633
$6K ﹤0.01%
447
+247
2634
$6K ﹤0.01%
1,534
+544
2635
$6K ﹤0.01%
+700
2636
$6K ﹤0.01%
51
-1
2637
$6K ﹤0.01%
438
+72
2638
$6K ﹤0.01%
300
+180
2639
$6K ﹤0.01%
100
+94
2640
$6K ﹤0.01%
141
-82
2641
$6K ﹤0.01%
49
2642
$6K ﹤0.01%
90
-19
2643
$6K ﹤0.01%
261
2644
$6K ﹤0.01%
+150
2645
$6K ﹤0.01%
207
2646
$5K ﹤0.01%
+142
2647
$5K ﹤0.01%
32
2648
$5K ﹤0.01%
100
2649
$5K ﹤0.01%
360
2650
$5K ﹤0.01%
242
+4
104 105
106
107 108