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
2676
$5K ﹤0.01%
200
2677
$5K ﹤0.01%
+78
2678
$5K ﹤0.01%
+91
2679
$5K ﹤0.01%
+400
2680
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59
+1
2681
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+123
2682
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288
2683
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136
-66
2684
$5K ﹤0.01%
53
-138
2685
$5K ﹤0.01%
+100
2686
$5K ﹤0.01%
2,000
2687
$5K ﹤0.01%
+333
2688
$5K ﹤0.01%
+140
2689
$5K ﹤0.01%
452
2690
$5K ﹤0.01%
+148
2691
$5K ﹤0.01%
2,440
+1,939
2692
$5K ﹤0.01%
257
2693
$5K ﹤0.01%
+100
2694
$5K ﹤0.01%
+2,000
2695
$4K ﹤0.01%
78
-306
2696
$4K ﹤0.01%
+300
2697
$4K ﹤0.01%
+468
2698
$4K ﹤0.01%
7
-7
2699
$4K ﹤0.01%
72
-13
2700
$4K ﹤0.01%
114
-123
106 107
108
109 110