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
2651
$5K ﹤0.01%
225
2652
$5K ﹤0.01%
305
+87
2653
$5K ﹤0.01%
+71
2654
$5K ﹤0.01%
100
-9,948
2655
$5K ﹤0.01%
+202
2656
$5K ﹤0.01%
864
+100
2657
$5K ﹤0.01%
+7
2658
$5K ﹤0.01%
+172
2659
$5K ﹤0.01%
+225
2660
$5K ﹤0.01%
702
-61
2661
$5K ﹤0.01%
112
-60
2662
$5K ﹤0.01%
29
-50
2663
$5K ﹤0.01%
71
-191
2664
$5K ﹤0.01%
312
-41,983
2665
$5K ﹤0.01%
100
-120
2666
$5K ﹤0.01%
190
-205
2667
$5K ﹤0.01%
408
2668
$5K ﹤0.01%
350
2669
$5K ﹤0.01%
131
-39
2670
$5K ﹤0.01%
1,000
2671
$5K ﹤0.01%
109
-1,096
2672
$5K ﹤0.01%
716
+399
2673
$5K ﹤0.01%
52
2674
$5K ﹤0.01%
112
+45
2675
$5K ﹤0.01%
+194
105 106
107
108 109